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cover of episode Earnings Need To Stand & Deliver + Investopedia's Caleb Silver

Earnings Need To Stand & Deliver + Investopedia's Caleb Silver

2024/10/28
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On The Tape

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C
Caleb Silver
D
Danny Moses
E
Elizabeth Young Thomas
G
Guy Adami
经验丰富的华尔街交易员和金融分析师,知名媒体人物。
Topics
Guy Adami: 本周财报季至关重要,大型科技公司的业绩将影响市场情绪。债券收益率上升的原因存在争议,可能与经济数据强劲或通胀预期有关。油价波动对消费者和市场情绪都有影响。日本经济和政治局势的动荡也值得关注。 Elizabeth Young Thomas: 本周财报季对市场情绪至关重要,但市场可能已经提前消化了一些利好因素,因此反应可能较为谨慎。经济数据中,JOLTS数据对市场的影响可能大于通胀数据。十年期国债收益率如果逼近5%,股市可能面临显著下跌。油价下跌对消费者有利,但也可能预示着全球经济健康状况不如预期。 Danny Moses: 债券收益率上升可能与经济增长和信用风险有关。油价下跌对消费者有利,但长期来看可能反映出经济疲软的信号。波音公司面临严重的财务困境,可能需要政府干预。日本经济和政治局势动荡,对全球市场有影响。黄金价格上涨与全球货币波动和央行政策有关。

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Chapters
With the S&P 500 near all-time highs, this week's earnings reports from major tech companies are crucial for market sentiment. While earnings have been generally positive, the market's focus is divided between earnings, the upcoming election, and the Fed meeting.
  • S&P 500 at all-time highs
  • 170 companies reporting earnings this week
  • Focus on big tech earnings
  • Market sentiment is key

Shownotes Transcript

Guy Adami, Elizabeth Young Thomas, and Danny Moses examine the significance of the current earnings season, focusing on major companies' pressures and the broader market sentiment with the S&P 500 near all-time highs. The episode dives into the rising yields in the bond market, potential inflation re-acceleration, and their implications. Additionally, they analyze the effects of oil and gold price fluctuations on various sectors, including Boeing’s financial struggles and the broader economic impact. The hosts address global currency volatility, particularly involving Japan, and its effect on gold.

Caleb Silver), the editor-in-chief of Investopedia), makes his third appearance, discussing Investopedia's 25-year evolution from a simple investing dictionary to a significant financial education resource. Caleb shares his journey from the restaurant industry and documentary film-making to business journalism, emphasizing Investopedia's role in educating self-directed investors. The conversation covers key topics like earnings season, investor anxiety, the impacts of political elections, and the ever-changing economic landscape. The hosts delve into historical market behaviors, the influence of tariffs, market volatility, and the trends in passive investing. They also discuss the dynamics of retail investing driven by story stocks and meme phenomena, and Caleb highlights how Investopedia continues to adapt by diversifying their media outreach through podcasts, videos, and AI technologies, aiming to provide high-quality financial education.

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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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