Jim Bianco joins Yahoo!Finance to discuss Inflation, Fed Speak, Rate Cuts, Potential Powell Successors, the IPO Market, Bond Yields, and the Magnificent 7 stocks with Brian Sozzi, Brooke DiPalma and Ines Ferre.
Timestamps:
0:54 CPI Report Analysis – Jim
1:52 Goods inflation? – Jim
3:07 Fed Speaks – Jim
3:59 How many rate cuts? – Jim
4:38 Goods prices in CPI Report – Brooke
6:00 Possibility of Trump firing Powell – Ines
7:28 Rate cut hopes in the market – Jim
8:30 Powell Successors – Jim
9:411% Interest Rates? – Ines
10:31 Trump on Intel – Brian
11:14 CoreWeave Analysis – Brian
12:24 CoreWeave’s ties to AI Companies – Brooke
13:39 CoreWeave Earnings Analysis – Ines
14:43 Early Gains for IPOs – Jim
16:16 Is a Tech Stock Crash Coming? – Brian
16:40 10 YR Yield to 5% – Jim
17:43 What to do with MAG 7 names? – Jim
18:24 Not all AI stocks are created equal – Ines
19:41 CoreWeave’s price movement – Brooke