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- RiskReversal Recap: March 4, 2024
RiskReversal Recap: March 4, 2024
AI Bubble Burst, Chart Check on S&P 500, Yields & Mag7 Stocks
Today’s MRKT Call is Presented by FactSet
Where is the Stock Market Top? | Chart Check on S&P 500, Yields & Mag7 Stocks
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, March 4th.
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Today’s On The Tape is Presented by CME Group, iConnections and SoFi
The Market Wants What the Market Wants with Liz Young
Topic Timecodes:
S&P 500 price targets (4:15), the unemployment rate (9:15), acronym trends like FAANG & MAG7 (16:15), whether the world is in for another China shock (18:30), the wealth effect in the stock market (23:45), taking part in “the bubble” (28:15), Americans’ view on the economy (34:15), and what the market wants to see from this week’s Jobs Report (38:30).
WHAT WE’RE READING
BofA’s Subramanian Is Latest on Wall Street to Boost S&P 500 Target (Bloomberg)
The Highs Keep Coming (Liz Young)
US Stocks Amped Up by Big Tech, Better-Than-Expected Earnings (Bloomberg)
Once a Hot Stock-Market Trend Has a Name, Its Best Days Are Likely Past (WSJ)
The World Is in for Another China Shock (WSJ)
Stock Market Having A Positive Wealth Effect On The Economy, Fed Might Hesitate To Cut Rates (Ed Yardeni)
Voters Are More Upbeat on Economy, but Biden Gets Little Benefit, WSJ Poll Shows (WSJ)
Investors are seized by optimism. Can the bull market last? (The Economist)
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