RiskReversal Recap: March 6, 2024

Fed Cut Expectations; Bitcoin & Gold Rally; What To Buy At Record Highs

Today’s MRKT Call is Presented by SoFi

Fed Cuts: Be Careful What You Wish For...

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, March 6th.

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

What Are We Doing At Market Highs?

Danny Moses is joined by his pals from Seawolf Capital, Vincent Daniel and Porter Collins, for a conversation on the macro environment and to discuss some signal stock names that have their attention.

Topic Timecodes:
Tesla’s sliding stock price (2:00), how fiscal policy is impacting markets (6:00), the banking sector (13:00), energy (20:00), MicroStrategy (25:00) and what Danny’s biggest themes (29:00).

WHAT WE’RE READING

  • S&P 500, Nasdaq Bounce Following Sell-Off (CNBC)

  • Fed’s Powell Says Significant Changes to Bank Capital Plan Likely (Bloomberg)

  • Bitcoin and Gold Both Hitting All-Time Highs Are a Jarring Contrast for Markets (Yahoo Finance)

  • NYCB Downgraded to Junk by Fitch, as Moody’s Goes Even Deeper (Bloomberg)

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