Last week’s inflation numbers led to significant shifts in the markets, and, with expectations of multiple interest rate cuts in 2024, money is rotating into neglected sectors, which could signal a healthy rally. But the catch? Corporate earnings must deliver on high expectations to keep the momentum going. Tune in as Tony looks to major players in apparel retail and consumer tech for potentially attractive opportunities.
Last week, a break in broader participation raised some concerns on the underlying strength of the rally. This week, things are turning around, but...
Tony recaps the past week in the equity markets and discusses the recent rally after the sell-off two weeks ago. While he believes the...
As this week’s inflation data solidifies the likelihood of a September rate cut by the Fed, the latest unemployment report has sparked recession fears,...