Intertwined markets and upcoming earnings
Update: 2025-01-10
Description
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30 ). Economic concerns around Trump's tariff talk (2:30 ). The Fed's 'no landing', bond market movement (4:20 ). Bitcoin worries might carry over into tech (see Palantir) (6:40 ). CES and positive moves in semiconductors (8:45 ). Upcoming earnings in financials and insurance (10:25 ).
Episode transcripts: seekingalpha.com/wsb
Show links:
Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Episode transcripts: seekingalpha.com/wsb
Show links:
Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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