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On The Tape

Stocks Rise to Start the Second Half | MRKT Call

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 1 July 2024

⏱️ 53 minutes

🧾️ Download transcript

Summary

Dan Nathan and Liz Young break down the top market headlines and bring you stock market trade ideas for Monday, July 1st Timecodes 0:00 - S&P 500 16:00 - Seasonality 21:30 - Rates/Data 29:00 - Homebuilders 31:00 - JPM/WFC/BA 33:30 - Sectors To Watch 43:00 - Q&A -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe 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

All right, welcome to market call.

0:15.0

We're going to get your market stuff.

0:17.2

All right in one show here, Liz.

0:19.0

How are you?

0:19.6

I hope so.

0:22.3

We're going to do it all here.

0:27.7

Guy Adami is taking a little well-deserved breather. You and I are going to tackle what I think is a pretty interesting week here. We start, you know, we got some interesting action. You and I are

0:32.8

going to go through it a little bit about what we're seeing today, maybe a little narrow breath.

0:37.1

Let's throw the rundown up here really quickly. Liz, while you don't have a note out this week,

0:42.2

you're going to run us through a little bit of seasonality stuff that you're seeing in the market.

0:46.9

We're also going to talk about some strategists and some of the observations they're making about

0:52.1

the high bar for Q2 earnings. This is something that we have

0:55.7

not seen if you just track some of the data from Butters over the last few quarters. And then

1:00.9

tomorrow morning we have Q2 deliveries from Tesla. And then we're going to take some questions.

1:06.6

Liz, so I said, interesting week. We got Fed Chair Powell tomorrow speaking. We end the week after a

1:13.5

holiday, which would be July 4th with the non-farm payrolls, all right, from May. But most importantly,

1:20.4

I think there's a half day on Wednesday to celebrate a very important birthday. We have a birthday on July 4th for America.

1:30.7

And then on July 3rd, we have a birthday for America's favorite stock market.

1:36.5

That would be you.

1:38.2

Liz Thomas from Sofi.

1:40.4

Yes, 42 years young.

1:43.1

I'm not there yet.

...

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