Momentum Over Logic: Why Chasing Stocks Works in This Market
Description
In this episode of the RiskReversal Podcast, Guy Adami is joined by Liz Thomas from SoFi to discuss the potential end of the government shutdown and its market implications. They explore how the market is reacting positively despite the shutdown's minimal sell-off impact. The discussion also covers the possibility of missing economic data due to the shutdown and its consequences on the market and Federal Reserve decisions. The duo debates the Federal Reserve's December rate cut outlook, inflation concerns, and the labor market's current state. They also touch on seasonality effects, gold and Bitcoin market movements, and anticipated year-end market behaviors. Liz hints at her upcoming 2026 outlook, focusing on growing tail risks in the market.
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