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Consumer Bifurcation Forming, Volatility Curb Set-Up for Santa Calus Rally?

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Manage episode 521612611 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Futures experienced a halt in trading for Friday, though Tom White notes a curb in volatility as the bigger story investors should keep in mind. He adds that investors appear to be rotating into "beaten down" sectors like healthcare, showing the market pulse has stayed strong. What has raised yellow flags for Tom: a bifurcation between consumer sentiment and spending. He points to Costco (COST) as a retail bellwether. As for the A.I. trade, Tom touches on Oracle's (ORCL) "red flag" in its $38 billion loan for OpenAI data centers,

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9070 episodes

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Manage episode 521612611 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Futures experienced a halt in trading for Friday, though Tom White notes a curb in volatility as the bigger story investors should keep in mind. He adds that investors appear to be rotating into "beaten down" sectors like healthcare, showing the market pulse has stayed strong. What has raised yellow flags for Tom: a bifurcation between consumer sentiment and spending. He points to Costco (COST) as a retail bellwether. As for the A.I. trade, Tom touches on Oracle's (ORCL) "red flag" in its $38 billion loan for OpenAI data centers,

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about

  continue reading

9070 episodes

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