Can the Rally Continue into Q2 4/1/24

04/01/24 • 44 min

Scott Wapner and the Investment Committee kick off the second quarter with what your playbook should look like. Plus, the Committee discuss their Q1 winners and losers and how they are trading them from here. And, two industrial giants are breaking up this week, the desk weighs in on GE and 3M.

Investment Committee Disclosures

Investment Committee Disclosures

Previous Episode

Stocks Streak to Best Start Since 2019 3/28/24

Scott Wapner and the Investment Committee discuss the S&P having its best start to a year since 2019. Plus, we’re keeping an eye on the latest new out of the Sam Bankman-Fried sentencing. And later, the desk discusses their biggest quarterly movers and how to trade them from here.

Investment Committee Disclosures

Next Episode

Rate Cuts and the Selloff 4/2/2024

Scott Wapner and the Investment Committee debate the back-up in rates and the selloff in stocks. Plus, Steve Liesman joins us with the latest from Cleveland Fed President Loretta Mester. And later, the Committee discuss their Q1 winners and losers.