RiskReversal Recap: January 22, 2024

Stock Market Rally Rages On, Chart Check on Netflix/Tesla, Carter Calls for Bond Bounce $TLT

Author

RiskReversal Media
January 22, 2024

Today’s MRKT Call is Presented by Factset

Chart Check On Netflix & Tesla

Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, January 22nd.

Topic Timecodes:

S&P 500 Predictions (0:00); Small Caps (8:15); China Concerns (16:45); Yields (21:15); Earnings This Week (26:00); Netflix + Tesla Earnings Preview (29:40); Mastercard Chart Check (32:30)

what we’re watching

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

China Warnings and a Conversation with Ron Biscardi

Dan Nathan and Guy Adami discuss the S&P at all-time highs, earnings, economic data, and rate cut expectations. Later, they are joined by Ron Biscardi, CEO of iConnections, to discuss the Global Alts Conference next week and the roster of participants our audience will hear from.

Topic Timecodes:
China’s Stock Market Meltdown (3:25); This Week’s GDP Report (9:30); Andy Constan Tweet; Earnings Expectations (12:15); Opportunities in the Stock Market Amid Scattered Rate Cut Expectations (18:25); Earnings Reports they are Most Focused on this Week (22:00); What’s Changed Since the Last Global Alts Conference (33:15); Key Goal for iConnections (36:00); Big Themes/Trends to Expect from Global Alts 2024 (44:00)

WHAT WE’RE READING

  • Dow touches 38,000 for first time ever, notches new high along with S&P 500 (CNBC)

  • Two Important Events This Week Could Determine the Future of Fed Rate Policy (CNBC)

  • Morgan Stanley, JPMorgan Say Buy the Dip After Treasury Rout (Bloomberg)

  • Profits Comeback Paired With Rate Cuts Make a Powerful Mix (WSJ)

  • Chinese Stocks are Having their Worst Start to a Year Since 2016 (CNN)

    China Has a New Youth Jobless Rate. Some Economists Are Ignoring It (WSJ)

    China’s Population Decline Accelerates as Women Resist Pressure to Have Babies (WSJ)

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