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Still sporting short sleeves in late October! – Jeff deGraaf
China has unabashed momentum and it’s very, very bullish, says Jeff deGraaf
“The idea that the Fed’s just going to deliver two 25bp cuts I think is a problem” says Neil Dutta as investors look for clues on the Fed’s next cut – October 1, 2024 on Bloomberg TV
China stocks getting another boost today. Here’s why Jeff deGraaf says the charts are pointing to more bullish momentum ahead- September 27, 2024 on CNBC
Neil Dutta discusses what he calls “wildly optimistic takes” on the US economy and why he sees the risk of an accident by the Federal Reserve – September 9, 2024 on Bloomberg TV
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 CNBC
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
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