We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Back on Track 1/17/25

Back on Track 1/17/25

2025/1/17
logo of podcast Halftime Report

Halftime Report
AI Deep Dive AI Chapters Transcript
People
B
Brenda Vangelo
B
Bryn Talkington
K
Kevin Simpson
M
Mike Santoli
以超过20年的华尔街报道经验，目前担任CNBC高级市场评论员的金融专家。
S
Steve Weiss
活跃的投资者和金融分析师，常在 CNBC 分享投资观点和策略。
Topics
Kevin Simpson：债券收益率下降是股市上涨的机械反应。市场更担心的是高收益率何时出现，而不是是否出现。美联储需要通胀温和下降，才能避免再次加息。 Bryn Talkington：科技股受高债券收益率影响，但良好的经济数据和积极的早期盈利报告支撑了市场上涨。科技公司不需要借贷，但估值较高，资本支出也可能影响估值。 Steve Weiss：新政府上任后，市场对经济前景持乐观态度，但关税可能带来通胀压力。新政府对赤字的关注是积极因素。

Deep Dive

Shownotes Transcript

Frank Holland and the Investment Committee discuss the Dow and S&P as they head for their best weeks since November with rates falling and big tech popping. Plus, the desk making some major portfolio moves, we reveal them all. And later, the Committee discuss the latest Calls of the Day. 

Investment Committee Disclosures)