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cover of episode Taking Stock of the Rally 11/8/24

Taking Stock of the Rally 11/8/24

2024/11/8
logo of podcast Halftime Report

Halftime Report

AI Deep Dive AI Chapters Transcript
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Kevin Sims
R
Ryan Belsky
Topics
Ryan Belsky认为,美国大选结果明朗后,市场风险偏好上升,监管减少,提振了市场信心,经济预期向好。他认为,尽管存在赤字问题,但只要通货膨胀得到控制,经济仍有望保持强劲增长。他还指出,市场仍有大量资金处于观望状态,存在进一步上涨的潜力。 Kevin Sims认为,市场预期调整主要体现在对未来市场涨幅的预期上。他认为,市场上涨并非仅仅因为不确定性消除,更重要的是由于对未来市场走势的积极预期,以及市场对美联储降息的预期。他认为,市场上涨的动能是真实的,并且有大量资金正在入市。

Deep Dive

Chapters
The discussion focuses on the market's positive reaction to the election results and the potential for continued growth.
  • Republican control in Washington expected to lead to less regulation and higher economic growth.
  • Regional banks and financials saw significant gains post-election.
  • Expectations for a continued rally into the end of the year with a potential reset in market expectations.

Shownotes Transcript

Scott Wapner and the Investment Committee discuss the amazing week for the markets as stocks close in on yet another milestone. Plus, the desk reveal their latest portfolio moves. And later, Josh Brown calls in with a trade update on two of his food names. 

Investment Committee Disclosures)