“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

Update: 2024-12-03

Description

If the Fed skips a December cut, our market guest says there’s one trade to position for that. Plus, Salesforce earnings are on deck, and our analyst is bringing his 2025 playbook to the table. And Deutsche Bank is initiating coverage on Instacart, but warning investors not to put the ”CART” before the horse.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24

2024-12-1745:04

Controversial Cut & Nvidia Risks 12/16/24

2024-12-1646:28

Broadcom’s Boom, Market’s Breadth Problem, Rep. Gottheimer on NJ drones & Potential TikTok Ban 12/13/24

2024-12-1347:08

ServiceTitan’s Public Debut, Trump on Crypto, Future of Evtol 12/12/24

2024-12-1252:52

The Exchange 12/11/24

2024-12-1145:53

The Exchange 12/10/24

2024-12-1046:07

UnitedHealthcare CEO Shooting, Gen AI's Power Problems & The Fed's Next Move 12/9/24

2024-12-0955:28

Pause on Fed Pause?, Hiring Doom Loop, Tech Takeaways 12/6/24

2024-12-0647:08

Mike Novogratz & Bitcoin $100K 12/52/4

2024-12-0555:17

Fed Chair Powell at DealBook, No Cut Conundrum, GOP vs. Housing Inflation 12/4/24

2024-12-0401:16:53

“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

2024-12-0346:44

Top Retail Picks for The Holiday, The Future of U.S. Education 12/2/24

2024-12-0247:20

No Stopping the Rally?, Bitcoin’s Path to $500K, Black Friday Retail Rush 11/29/24

2024-11-2945:00

Black Friday, Shopable Ads, Tariff Impact on Semiconductor Sector 11/27/24

2024-11-2744:46

Tariffs & Trades, Red Flags?, Health of Housing 11/26/24

2024-11-2645:54

Markets Cheer Trump Cabinet Pick, The Pasta Sauce Spending Indicator, and Gen Z’s “It” List 11/25/24

2024-11-2547:21

AI Innovation & Impact, Trump 2.0 & Corporate Profits, Bitcoin’s March to $100K 11/22/24

2024-11-2245:18

Nvidia, M&A Activity in 2025 & Hyundai's EV Ambitions 11/21/24

2024-11-2146:17

Trump Tariffs 2.0, Crypto & Klarna CEO 11/20/24

2024-11-2043:45

Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24

2024-11-1943:50

00:00

“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

#box-pro-ellipsis-173450778134672{-webkit-line-clamp:2;}“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

CNBC

“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24