Did the Santa Rally Start Early?

2023-12-01

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? (00:21) Jason Moser and Matt Argersinger discuss:- The market’s incredible November and why we may not be out of the woods yet on rate hikes. - Why Apple and Goldman Sachs are breaking up their credit card partnership.- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase. (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense t...

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?

(00:21) Jason Moser and Matt Argersinger discuss:

- The market’s incredible November and why we may not be out of the woods yet on rate hikes.

- Why Apple and Goldman Sachs are breaking up their credit card partnership.

- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.

(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.

You can catch Adobe’s holiday shopping tracking here.

(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.

Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Vivek Pandya

Engineers: Dan Boyd

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