logo
episode-header-image
Mar 2025
10m 48s

Summer cuts coming? Sticky inflation wil...

SEEKING ALPHA
About this episode
No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Up next
Yesterday
Will Burry or BABA invigorate a short week?
Alibaba reports earnings Tuesday: time or <a href="https://seekingalpha.com/article/4846924-alibaba-ai-boom-quietly-rewriting-narrative-rating-upgrade?source=wsb_podcast:will_burry_or_baba_invigorate_a_short_week" target="_blank" rel="noreferrer noopener">buy</a> or <a href="http ... Show More
4m 19s
Nov 21
Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge
Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech &amp; BNPL pressure (4:20). Septemb ... Show More
12m 42s
Nov 21
Brewing U.S. relief with Brazil beans
Trump <a href="https://seekingalpha.com/news/4524736-trump-drops-40-tariffs-on-brazilian-beef-coffee?source=wsb_podcast:brewing_us_relief_with_brazil_beans" target="_blank" rel="noreferrer noopener">drops 40% tariffs</a> on Brazilian beef, coffee amid rising food prices. (00:22) ... Show More
5m 22s
Recommended Episodes
Sep 11
New record closing and intraday highs for US stocks
US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More
15m 27s
Aug 29
Inflation steady, Fed cut odds, AI chips slide
US stock futures dip after the Fed’s preferred inflation gauge, core PCE, rose 2.9% year over year — in line with estimates but still above the central bank’s 2% target. Fed Governor Christopher Waller backed a September rate cut and signaled more easing ahead. Fed Governor Lisa ... Show More
21m 14s
Aug 2021
US yields jump, gold dives ahead of US inflation!
Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More
10m 42s
Aug 29
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s
Oct 9
Gold glitters, stocks rally, and China’s cracks
European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a do ... Show More
14m 44s
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Sep 10
Higher ground – equities rise on rate hopes and merger activity
Stocks in the US hit another all-time high on expectations that the Federal Reserve will fight the slowdown in jobs growth with interest rate cuts. US inflation data out today and tomorrow will be the next test for markets. The Anglo/Teck ‘merger-of-equals’ creates a premier glob ... Show More
18m 27s
Sep 2024
Growth concerns persist, ECB set to cut rates again this week
<p>The US employment report for August showed a slower than expected increase in jobs, but a fall in the unemployment rate to 4.2%. Markets reacted negatively, with the S&amp;P 500 having its worst week since March 2023, closing at 5408 points. Other asset classes such as Bitcoin ... Show More
12m 18s
Aug 21
A significant intra-day reversal in US technology stocks
The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More
11m 38s
Sep 5
Gold Moves Beginner Investors Should Make Before the Next Price Surge
<p><strong>With gold prices nearing record highs, beginner investors should be exploring different gold investment options— before prices go higher.</strong></p><p><strong>Today&#39;s Stocks &amp; Topics: OMF - OneMain Holdings Inc., Market Wrap, ARE - Alexandria Real Estate Equi ... Show More
46m 19s