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RiskReversal Pod

China's Debt Dilemma + Crude Trade Update | MRKT Call

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6757 Ratings

🗓️ 5 December 2023

⏱️ 42 minutes

🧾️ Download transcript

Summary

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, December 5th. On today's pod ⤵️ China’s Debt Dilemma Crude Trade Update BlackRock’s Rate-Bet Warning Timecodes 0:00 - China Debt Concerns 5:30 - Yields + Rate Cut Watch 15:20 - S&P 500 + NASDAQ 19:50 - Crude Oil 25:15 - U.S. Dollar + Gold 28:45 - American Express ($AXP) 31:50 - Lululemon ($LULU) 34:35 - Apple ($AAPL) -- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Transcript

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0:00.0

Tuesday, December 5th, 1 o'clock on the East Coast, the Rangers play tonight.

0:18.4

Guy Adami, Dan Nathan, just the two of us to hear from our headquarters.

0:23.1

If I say the address, is that bad thing?

0:25.3

That would be docks.

0:25.9

You say in Chelsea in Manhattan and Chelsea?

0:28.5

In Chelsea and Manhattan.

0:29.7

Yeah.

0:30.6

On 18th Street.

0:33.4

So if you want to whack me in about, what, two hours or so, I'd be very whackable.

0:38.0

People know where you are, though.

0:39.3

They know where you're at five to six you are at the NASDAQ in New York City's Times Square.

0:44.7

There are a lot of freaks out there, I'll tell you that much, like waiting around.

0:47.8

Without question.

0:49.1

So yesterday was an interesting day.

0:50.5

Today's, there are actually a lot of moving parts today, despite the fact the S&P is effectively unchanged,

0:55.4

NASDAQ up small, down, down, small.

0:58.8

There's some moving parts that we're going to talk about.

1:00.5

Let's get right to the rundown, though, because I think this is very interesting.

1:05.7

That news about China, the Moody's down.

1:08.8

That's a big deal. I'm, again, we play the game that if you told me this two days ago, what do you think

1:13.9

would be going on? I would have thought the market would reacted a lot worse. It's not yet.

1:18.4

Black Rock saying rate bet warning, be careful here in the rate world. You might not get what

...

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