DHUnplugged Podcast
Horowitz and Dvorak
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DHUnplugged #723: Race To The End
DHUnplugged Podcast
10/16/24 • 61 min
Bulls remain in charge
Data not important – down the road all will be fine
Seasonality – Race to the End
CPI and PPI – conflicting
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Warm-Up
- Bulls remain in charge
- Data not important - down the road all will be fine
- Seasonality - Race to the End
- Check the Podcast Cover Design - trying to do all from AI generation through end of year.
- Musk pulls a fast one
Markets
- CPI and PPI - conflicting
- Bank earnings - so far so good
- Fed allowing people to look past negatives - rather to opportunities ahead
- US Chips and Exports - roughed up market
Economics This Week
- Import and Export Prices
- Retail Sales
- Philly Fed
- Industrial Production
- Housing Starts
- Building Permits
Of Interest:
NY Fed says median inflation expectations remained unchanged at 3.0% at the one-year horizon, increased to 2.7% from 2.5% at the three-year horizon, and increased to 2.9% from 2.8% at the five-year horizon.
- So inflation is a bit more sticky than
Recession - No Says Goldman
- Goldman lowers recession odds to just 15%
Seasonality - The Race until the end
- Sell Rosh Hashana and Buy Yom Kippur - so far so good - working just as planned. Almost...
- End of year from here favors the bulls
- Could have a few complications with the election right in between but electoral promises will be helpful for markets
Markets Worried?
- Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis
- NVDA, INTC, AMD in the crosshairs for Middle East
- Officials are focused on Persian Gulf countries that have a growing appetite for AI data centers and the deep pockets to fund them
- The new approach would set a ceiling on export licenses for certain countries in the interest of national security
- ASML earnings miss (Stock dropped 16%) is a drag on chip/semiconductor sector
Fed Powers
- Former President Trump on Bloomberg interview says Fed Chair Jerome Powell dropped rates too much in 2020; says a president should be able to give his or her opinion to Fed on interest rates, but he or she shouldn't be allowed to order it
ELON - Pulling a fast one
- Tesla had its Optimus robots controlled by remote at CyberCab event, according to Bloomberg
- Also, reports that driver-less cars controlled by remote drivers in India (or somewhere)
- Isn't that fraud?
Example of promises hitting the wires
- Former President Trump will propose today making all interest on car loans fully tax deductible, according to Reuters
- Former President Trump will also propose a 15% corporate tax rate only for companies that produce products in America
- Former President Trump will also propose banning all Chinese autonomous vehicles from traveling on US roads (Special gift for Elon)
Consumer Confidence
- Last Friday - confidence showed people less confident
- Inflation expectations lower, but dropped 2 points from last month
JPM Earnings
- JPMorgan Chase & Co. reported a surprise gain in net interest income for the third quarter and raised its forecast for the key revenue source, even amid expectations that US interest rates will continue to fall.
- Revenue from the bank’s Wall Street operations also defied analysts’ estimates, with investment-banking fees surging 31%, topping estimates for a 16% gain. Equity traders notched a 27% revenue increase.
- Official: JPMorgan Chase reported strong third-quarter earnings, with earnings per share (EPS) of $4.50, beating estimates. The bank’s performance was driven by robust trading and investment banking revenues. This reflects a slight drop compared to the same quarter last year, when earnings were $4.33 per share. However, JPMorgan's revenues increased from the previous year's figure of $39.8 billion<...
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FAQ
How many episodes does DHUnplugged Podcast have?
DHUnplugged Podcast currently has 65 episodes available.
What topics does DHUnplugged Podcast cover?
The podcast is about News, Investing, Business News, Podcasts and Business.
What is the most popular episode on DHUnplugged Podcast?
The episode title 'DHUnplugged #684: Best of 2023 (1)' is the most popular.
What is the average episode length on DHUnplugged Podcast?
The average episode length on DHUnplugged Podcast is 61 minutes.
How often are episodes of DHUnplugged Podcast released?
Episodes of DHUnplugged Podcast are typically released every 6 days, 23 hours.
When was the first episode of DHUnplugged Podcast?
The first episode of DHUnplugged Podcast was released on Jul 19, 2023.
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