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📈In Today’s Episode We Cover ⬇️
🚀 Market Movers: Tech & Steel Take the Lead
📊 Major Index Gains:
S&P 500 ⬆ 0.6%
Nasdaq Composite ⬆ 1.0%
Dow Jones Industrial Average ⬆ 0.4%
🔥 Biggest Winners:
✅ Nvidia (NVDA) +3% – AI chips bounce back as Wall Street reaffirms bullish outlook.
✅ Cleveland-Cliffs (CLF) +15% – Steel stocks surge after Trump’s tariff announcement.
✅ Super Micro Computer (SMCI) +17% – Server company gains ahead of a critical business update.
✅ Gold Prices Above $2,900 – Investors pile into safe-haven assets.
💀 Biggest Risks:
❌ Tariffs Could Drive Inflation Higher – The Fed may delay interest rate cuts.
❌ Magnificent 7 Weakness – Only Meta (+20% YTD) has held up, while Tesla, Nvidia, and Apple are down YTD.
💡 Tariffs, Inflation & The Fed – What’s Next?
Trump’s 25% tariff on steel and aluminum imports has Wall Street questioning its long-term impact. While US steelmakers are celebrating, the broader concern is that rising costs could push inflation higher—something that could delay rate cuts from the Fed.
📊 Key Data to Watch:
January CPI Report (Wednesday) – If inflation runs hot, expect market volatility.
Fed Chair Powell’s Testimony – Could hint at how the Fed reacts to trade tensions.
Earnings Season Continues – 78 S&P 500 companies report this week, including McDonald's, Airbnb, and Coca-Cola.
👉 Our Take: The market is brushing off tariff concerns—for now. But if inflation ticks up, expect renewed volatility.
🎧 Podcast Recap: Key Takeaways & What to Watch
💬 Missed the episode? Here’s what we covered:
1️⃣ Markets shrugged off tariffs, but inflation risks remain.
2️⃣ Nvidia & AI stocks bounced back after last month’s sell-off.
3️⃣ Steel & commodity stocks are benefiting, but consumer industries could suffer.
4️⃣ Inflation data this week will be the real test for markets.
🎙️ Catch the full episode here → [Podcast Link]
📌 Final Thoughts: Trade Smart, Stay Informed
🔹 Short-Term: Tech & AI are rebounding, but inflation fears could bring volatility.
🔹 Long-Term: If tariffs keep rising, expect economic ripple effects.
🔥 What’s your take? Will Nvidia keep running, or is this just a dead cat bounce? Are tariffs a long-term concern? Drop a comment below! ⬇️
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