Today’s MRKT Call is Presented by CME Group

The Most Important Chart in the Market

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, January 16th

Topic Timecodes:
Banks: $JPM, $MS & $GS (0:00); Transports: $JBHT & FDX (8:00); Semis: $AMD & $NVDA (11:00); Rate Cut Doubts (14:20); China Troubles For $AAPL? (17:00); Crude Oil Impacts (23:15); Bitcoin (30:00)

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On The Tape is Presented by CME Group, iConnections and SoFi

The State of the Housing Market with Ivy Zelman

On this episode of “On The Tape,” Danny Moses is joined by Ivy Zelman of Zelman & Associates, who called the housing bust in 2008, for a conversation about the current state of the housing market.

Topic Timecodes:
Intro (0:00); How the pandemic changed the housing market (3:00); Price inflation (7:00); Mortgage rates & how fluctuating interest rates impact the housing sector (10:30); Housing inventories (15:00); Quantitative easing (18:35); The rental market (20:10); Ivy’s top ideas (25:15).

WHAT WE’RE READING

• Apple Offers Rare iPhone 15 Discount in China Amid Demand Fears (Bloomberg)

• Nvidia, AMD Shares Jump as AI Optimism Spurs Analyst Price Target Hikes (Reuters)

• Fed Can Cut Rates This Year Absent Inflation Rebound, Waller Says (Bloomberg)

• Trouble for the U.S. Economy? Empire State Gauge Sinks to Lowest Level Since Pandemic (MarketWatch)

• Goldman Sachs Profit Jumps More Than 50% (WSJ)

• UBS Raises S&P 500 Target for 2024, sees Nearly 8% Gain from Here (CNBC)

• ETFs Make Bitcoin’s Problems Even Worse (WSJ)

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