Hear Me Out
Update: 2025-08-21
Description
In a segment of "Hear Me Out," Dillon outlined the four biggest threats to the U.S. stock market, ranked from least to most concerning.
The "Trump wildcard" ranked fourth, with markets now more desensitized to presidential commentary than earlier this year. Third was hotter-than-expected PCE data next week, reflecting market complacency about inflation. Corporate profit warnings—particularly potential negative AI commentary from major tech CEOs—ranked second, with Dylan noting any pessimistic outlook from Microsoft, NVIDIA, or Meta executives would trigger a significant selloff.
The biggest threat identified was the Federal Reserve not cutting rates in September, which Dylan believes would create substantial market problems, though he expects the cut will occur based on economic data rather than political pressure.
The "Trump wildcard" ranked fourth, with markets now more desensitized to presidential commentary than earlier this year. Third was hotter-than-expected PCE data next week, reflecting market complacency about inflation. Corporate profit warnings—particularly potential negative AI commentary from major tech CEOs—ranked second, with Dylan noting any pessimistic outlook from Microsoft, NVIDIA, or Meta executives would trigger a significant selloff.
The biggest threat identified was the Federal Reserve not cutting rates in September, which Dylan believes would create substantial market problems, though he expects the cut will occur based on economic data rather than political pressure.
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