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

Fed Holds Rates: What’s Next for the Markets?

On this episode of “On The Tape,” Guy Adami, Dan Nathan, and Danny Moses give their biggest takeaways from the Global Alts Conference in Miami, the NYCB/regional bank bust, the stock market entering the danger zone, job cuts across different industries, productivity, the Fed’s impact on the consumer, earnings and gold/oil.

Topic Timecodes:
iConnections (0:00), the NYCB/regional bank bust (11:30), the stock market entering the danger zone (16:00), job cuts across different industries (19:20), productivity (24:15), the Fed’s impact on the consumer (26:00), earnings (28:00) and gold/oil (32:00).

Later, listen in on “The Big Short” panel from iConnections Global Alts Conference featuring Danny and his FrontPoint colleagues Vincent Daniel, Porter Collins, and Steven Eisman (36:15).

Sign up below to receive daily MRKT Call reminders and early access to the charts featured in the show.

WHAT WE’RE READING

• Investors are unlikely to dump cash in favor of locking in bond yields, JPMorgan says (CNBC)

• Jobs Growth of 353,000 Blasts Past Expectations as Labor Market Stays Hot (WSJ)

• Fourth-quarter earnings are shaping up to be the best of 2023, but there’s a catch (CNBC)

• Meta’s $200 Billion Surge Is Biggest in Stock-Market History (Bloomberg)

• Meta shares surge 20% on soaring profit, better-than-expected guidance and first-ever dividend (CNBC)

Subscribe to the RiskReversal YouTube Channel and drop a comment/like to show your support

Want to check out past episodes? Search for “On The Tape,” “MRKT Call,” or “Okay, Computer.” wherever you listen to podcasts

We want to hear your feedback! Reply to this email with any comments or questions