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Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24

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Manage episode 427899025 series 1772319
Indhold leveret af CNBC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af CNBC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the markets with Powell’s testimony and inflation data on deck. We’ll check in with Raymond James’ CIO about why he says the rally is nowhere near the top. And between France, the U.K., and the U.S., there’s plenty of uncertainty for the market to digest. We’ll ask Atlantic Council CEO Fred Kempe how he sees things playing out this year.

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1925 episoder

Artwork
iconDel
 
Manage episode 427899025 series 1772319
Indhold leveret af CNBC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af CNBC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the markets with Powell’s testimony and inflation data on deck. We’ll check in with Raymond James’ CIO about why he says the rally is nowhere near the top. And between France, the U.K., and the U.S., there’s plenty of uncertainty for the market to digest. We’ll ask Atlantic Council CEO Fred Kempe how he sees things playing out this year.

  continue reading

1925 episoder

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