Jeff deGraaf discuss why September’s market performance is not good, where equities are going this year, and much more.
Neil Dutta explains why the first rate cut from the Federal Reserve should be 50 basis points
Healthcare should benefit at expense of tech, says Jeff deGraaf
“It’s not about whether they go in September anymore… Now it’s about how quickly they get to neutral and where neutral is.” – Neil Dutta
Neil Dutta on Core US Inflation Eases for Fourth Straight Month
Jeff deGraaf breaks down what he’s seeing in the charts for under-the-surface stocks
Neil Dutta on Schwab Network
“In my mind, the data already justifies a 50 basis point move” – Neil Dutta
How to Protect a Slowing US Economy Right Now Neil Dutta on Bloomberg Surveillance.
Good opportunity to buy into weakness with the Nikkei, says Jeff DeGraaf
Neil Dutta on the case for a July rate cut
Market rotation builds momentum – Jeff deGraaf on CNBC
Some on Wall Street expect no rate cuts from the Fed in 2024, but for Neil Dutta , the case for cutting is strong.
Neil Dutta on Bloomberg Surveillance
Short-term this is the strongest time in the markets, says Jeff deGraaf
“The only data that matters is unemployment… and core inflation.” – Neil Dutta
The summer is historically tough for semis, says Jeff deGraaf
Jeff DeGraaf on Bloomberg TV: “Momentum has peaked.”
Jeff deGraaf on Morning Show of Stock Market TV
