Today’s MRKT Call is Presented by CME Group

How Long Can The Stock Market Melt-Up Last?

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, March 25th

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

Is The Market Entering The "Goldilocks" Zone?

Dan Nathan, Guy Adami and Liz Young discuss the state of the consumer through clothing and apparel brands, Boeing CEO stepping down at end of 2024, sector divergence, rates & dollar/yen, semiconductors, small caps, Goldman calls for commodities rally, investing in banks, Cintas & economic data this week.

Topic Timecodes:
Intro (0:00); Lulu & Nike (3:20); Boeing (10:30); U.S. Dollar & Rates (19:15); Semiconductors (23:10); Small Caps (26:00); Commodities (29:55); On Our Radar (35:15)

WHAT WE’RE READING

• Ed Yardeni Says Fed-Backed Bulls Create Risk of Bubbles Later (Bloomberg)

• The S&P 500 has Reached a Historical Extreme Based on a Simple Measure that has Foretold Pullbacks in the Past (CNBC)

• Fed’s Bostic Now Anticipates Just One Rate Cut This Year (Bloomberg)

• The $27 Trillion Treasury Market Is Only Getting Bigger (WSJ)

• Goldman Says Commodities to Gain as Central Banks Cut Rates (Bloomberg)

• Morgan Stanley Upgrades the Energy Sector, Citing ‘Compelling Valuation’ (CNBC)

  Gucci’s China Shock Reverberates Across the Luxury Landscape (Bloomberg)

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