A Turnaround for Tech? | With Jim Welsh скачать в хорошем качестве

A Turnaround for Tech? | With Jim Welsh

Joining Maggie Lake for the first time on Talking Markets today, we've got Jim Welsh, author of Macro Tides and a 40+ year market veteran. Up for discussion: Nvidia report earnings after the close - how will markets react? Plus, Jim's market outlook through charts, key levels for 1-year Treasuries, and what Jim thinks is next for the dollar, gold, S&P, and more. For more from Jim: https://www.macrotides.com/ Connect with us on Substack: https://themarkethouse.substack.com/ Connect with us on Twitter: https://x.com/the_markethouse Chapters: 00:00 – Nvidia Earnings Preview and Market Setup 01:18 – Oversold Tech Stocks and Market Bounce 02:09 – Comparing Today’s Tech Selloff to Past Crises 04:05 – Key Market Levels for the S&P 500 06:20 – Market Sentiment and Investor Positioning 08:45 – Economic Slowdown Signals Emerging 11:10 – Inflation Trends and Fed Policy Outlook 13:35 – Consumer Weakness and Economic Risks 16:05 – Stock Market Valuations and Earnings Risks 18:40 – Sector Rotation and Market Leadership 21:10 – Dollar Trends and Global Market Impact 23:45 – Gold and Commodities Outlook 26:20 – Recession Risks and Market Timing 29:10 – What Could Drive the Next Market Move 31:20 – Final Market Outlook and Key Risks Ahead *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #economy #marketanalysis #charts #investing #stockmarket #bonds #investing #fed #jimwelsh #interestrates #usdollar #nasdaq #bondmarket #monetarypolicy #inflation #investmentstrategy #talkshow #podcast #trumppresidency #markettrends #bondyields #investmentstrategies #commoditiesoutlook #tradinginsights