The Other Side of Growth

On The Tape

Dan Nathan, Guy Adami, and Liz Young Thomas discuss the recent market volatility and the economic outlook for the week ahead. They examine last week's market moves, the performance of the S&P 500, and the 10-year Treasury yield. The team highlights key economic data releases, including the PPI and CPI, and their potential impact on rate cuts and market volatility. They also delve into consumer sentiment, corporate earnings from major retailers like Walmart and Home Depot, and the broader implications of earnings from the 'Mag Seven' tech stocks. The discussion extends to the unemployment rate, the likelihood of a recession, and the potential for more activist investor activity in struggling companies. They conclude with their expectations for small caps and inflation data, setting the stage for the upcoming Jackson Hole symposium.

Show Notes

• Checkout last week's podcast with Dennis
• Slok on economic growth

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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Check out our show notes here

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