小売り
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Nasdaq, S&P, Dow drift ( after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety ( about 2nd half of the year (2:50). Apple price target raised; tech ( bull market 'is just starting.' (4:00). Crypto ( eventually going to be in every portfolio (7:20).
Episode transcripts: seekingalpha.com/wsb (
Show links:
Nvidia rises after Rosenblatt sets Street High PT of $200 (
Invesco sees two rate cuts this year while KPMG sees six in 2025; SA Summit (
Apple's price target raised at J.P. Morgan on AI boost to iPhones (
Tech bull market to last another 2–3 years (
Powell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness Ahead (
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2024/06/18
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