Intertwined markets and upcoming earnings

Wall Street Breakfast · Jan 10, 2025 · 13m

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).Episode transcripts: seekingalpha.com/wsbShow links: Consumer sentiment slips in January as inflation expectations jumpJobs data in charts: December payroll growth hits highest level since MarchBitcoin selloff deepens, wiping…