Stagflation ahead?
Update: 2024-12-20
Description
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50 ). Moving into AI 2.0, Broadcom as an example (7:00 ). Home improvement retailers slide; housing in the cross hairs (11:05 ).
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley
Episode transcripts: seekingalpha.com/wsb
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.
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley
Episode transcripts: seekingalpha.com/wsb
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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