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cover of episode AI, Autonomy & Fed Speak: What's Moving Markets This Week?

AI, Autonomy & Fed Speak: What's Moving Markets This Week?

2024/11/18
logo of podcast On The Tape

On The Tape

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D
Dan Nathan
知名金融分析师和评论员,常在 CNBC 上提供市场分析和评论。
L
Liz Young
担任 SoFi 投资策略负责人,拥有丰富的金融和投资行业经验。
Topics
Liz Young指出,高盛、摩根士丹利和BMO等华尔街大行已开始发布对2025年的市场展望,并给出了价格目标。虽然这些机构普遍看好市场,但她提醒投资者要谨慎对待这些预测,因为市场环境与前两年大不相同,更高的利率环境将使维持高市盈率变得更加困难。Dan Nathan则关注债券收益率对股市估值的影响,以及市场对通货膨胀的预期。他认为,市场对收益率上升的乐观解读可能存在风险,通货膨胀的持续存在可能会迫使美联储维持强硬立场。Guy Adami则关注英伟达即将发布的财报,他认为英伟达的业绩和指引将对市场情绪产生重要影响。

Deep Dive

Chapters
The episode discusses the updated price targets for 2025 from major Wall Street banks like Goldman Sachs, Morgan Stanley, and BMO, highlighting their bullish outlook despite concerns about low single-digit future returns and the equity risk premium.
  • Goldman Sachs, Morgan Stanley, and BMO raise their 2025 price targets for the S&P 500.
  • Concerns about low single-digit future returns and the equity risk premium.
  • Expectations for a repeat of the 2023 trend where price targets were continuously surpassed.

Shownotes Transcript

Dan Nathan and Guy Adami are live from the CME Group GFLC in Naples, Florida! Liz Young Thomas joins to update us on early 2025 reads from major firms like Goldman Sachs, Morgan Stanley, and BMO's Brian Belski. The crew also dives into inflation concerns, future Federal Reserve decisions, and notable stock performances, including Nvidia's impending earnings and Tesla's recent market surge. The episode highlights the potential influence of regulatory changes and macroeconomic conditions on market sectors and individual stocks.

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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