Today’s On The Tape is Presented by CME Group and iConnections

The “FOMO” Market with Cameron Dawson and Vincent Daniel

On this episode of “On The Tape,” Vincent Daniel joins Guy Adami, Dan Nathan and Danny Moses to discuss strange things happening in the stock market, Vinny’s energy picks and the Fed in a tough spot. Later they chat with Cameron Dawson, CIO of NewEdge, about high volatility times, the AI bubble, earnings & the Fed.

Topic Timecodes:
Strange Happenings (0:00); Bond Market Signals (8:00); The FOMO Trade (11:45); Energy (15:45); Credit (20:20); Commercial Real Estate (23:15); Election Effects (27:00); AI Bubble (30:55); PMI Rebound? (39:30); Fed Policy (43:00); Cameron’s Focus (46:00); Liquidity Froth (52:10); State of Financing (57:45).

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WHAT WE’RE READING

• We Didn’t Stop the Fire: The Fed’s Take on Inflation and Growth (Cameron Dawson - NewEdge)

• Fed’s Daly Says Three Rate Cuts in 2024 Is Reasonable Baseline (Bloomberg)

• Bond Yields Climb as PPI Curbs Dovish Fed Wagers (Bloomberg)

• Mortgage Rates Shoot to 2-Month High After New Report Shows Inflation is Still Hot (CNBC)

• A $1 Trillion Conundrum: The U.S. Government’s Mounting Debt Bill (WSJ)

• Nvidia Gets a $1,200 Price Target from Loop Capital, 65% Above Current Price (CNBC)

• How The ‘Magnificent Seven’ Compares To The Great Bubbles of All Time and What Could Pop It (CNBC)

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