RiskReversal Recap: January 31, 2024

Fed Meeting, Regional Bank Bust, The Big Short Panel

Today’s MRKT Call is Presented by SoFi

Lackluster Tech Earnings + Fed Presser On Tap

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, January 31st

Click here to access all of the charts mentioned in today’s MRKT Call.

Dan’s QQQ trade

Topic Timecodes:
Lackluster Tech Reports (0:00); NYCBlowup (21:30); Fed Preview (26:30); Overtime Q&A (38:30)

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This bonus video is Presented by iConnections

"The Big Short" 2024 Edition

CNBC's Melissa Lee hosts a fascinating panel with the former crew of FrontPoint at iConnections Global Alts 2024. This is the first time EVER that Steve Eisman, Danny Moses, Porter Collins, and Vincent Daniel have shared the stage to reflect on the 2008 financial crisis and the parallels they see today.

WHAT WE’RE READING

  • New York Community Bancorp’s Stock Tumbles on Loan Troubles, Dragging Down Other Regional Banks (Barron’s)

  • Fed Signals Rate Cuts Are Coming but Not Imminent (WSJ)

  • Powell Isn’t ‘Declaring Victory’ Yet on a Soft Landing (Bloomberg)

  • Wall Street Punishes Alphabet and Microsoft Despite Earnings Beats After Stocks Hit Record (CNBC)

  • Starbucks’ Earnings Report was Weak — but Wall Street Expected Worse (CNBC)

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