A Turnaround for Tech? | With Jim Welsh

Описание: 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