Episode Details
| Title | CPI, Yields, & The Growth Debate | Weekly Roundup |
|---|---|
| Date | 1/17/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $SMALLCAPS - Bullish on small cap stocks due to continued economic growth and optimism, with expectations of a 'Trump bump' effect in the near term.
- “I think too early for growth, and and we probably do still, regardless, see 1 to 2 more months of, like, this Trump bump. Right? Companies pulling forward imports, purchases, and then the hiring backlog plus optimism.” - Tyler (20:39)
- 🟢 $JAPAN - 🔒
- 🟢 $COMMODITIES - 🔒
Bearish:
- 🔻 $NDX - 🔒