Rotation Out of Mega Caps Ahead of NVDA Earnings
Schwab Network · Schwab Network
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Show Notes
Joe Mazzola with Charles Schwab doesn't see much risk in President Trump's attempts to remove Fed governor Lisa Cook from her position, pointing to a lack in yield movement as proof. He is closely watching the move out of mega caps, signaled by an increase in puts on the options front. Kathy Jones joins later to weigh on the economic moves catching her eyes in the market, including the risk of creeping inflation overturning rate cut expectations.
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