No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners 4/17/24
Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regardless. He’ll tell us why, and the one scenario that could change it. Plus, credit card debt stands at a record high. At the same time, using buy now pay later to fund purchases remains popular. Klarna has its finger on both of these trends, and the CEO is here with what he’s seeing. And, a push to on-or near-shoring supply chains is making one sector increasingly attractive. We’ll tell you which one, and the names that stand to benefit the most.
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Show Notes
Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regardless. He’ll tell us why, and the one scenario that could change it. Plus, credit card debt stands at a record high. At the same time, using buy now pay later to fund purchases remains popular. Klarna has its finger on both of these trends, and the CEO is here with what he’s seeing. And, a push to on-or near-shoring supply chains is making one sector increasingly attractive. We’ll tell you which one, and the names that stand to benefit the most.
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