“Are We There Yet?”
发布时间 2023-11-17 21:00:00 来源
摘要
After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates.
- Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer.
- Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.
(19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.
Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.
(33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.
Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
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