Can Markets Rebound from Recent Lows?

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 17 March 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami discuss a variety of topics including insights from the Treasury Secretary on 'Meet the Press', the upcoming Federal Reserve meeting, Nvidia's GTC conference with CEO Jensen Wong, and recent China economic data. Dan and Guy analyze last week's market performance, focusing on the VIX and S&P 500 movements, and debate whether the recent market bounce is temporary or a sign of a longer-term trend. They also discuss the potential impacts of Nvidia's keynote on tech stocks, China's stimulus efforts, and the market performance of semiconductor companies like Intel and AMD. Additionally, they touch on comments from notable market strategists and Fed expectations. Towards the end, they preview key earnings reports from FedEx, Micron, and Nike, and discuss their implications for the economy and various sectors. Timecodes 0:00 - Bounce Back 3:45 - Nvidia 6:00 - China 9:15 - Market Sentiment 17:00 - Fed Preview 19:50 - Earnings (FDX, MU, NKE) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:56.8	Welcome to the Risk Reversal podcast. I'm Dan Nathan, joined by Guy Adami Guy. Good morning.
1:02.9	On this rainy Monday, rainy days and Mondays always get me down, but not today, Dan. I'm up.
1:08.7	You know why you're up because it is St. Patrick's Day.
1:11.4	You will be found in an Irish pub later this afternoon, probably right before the CNBC's fast money.
1:19.5	So guys tune in there.
1:20.6	Guy might be all tuned up, as they say, but probably not here.
1:24.2	Guy, we got an interesting Monday after a ripper of a Friday over the weekend we saw
1:30.0	treasury secretary besant on meet the press on NBC some interesting commentary there we know we have
1:36.1	the fed meeting coming up on wednesday with a presser by fed chair powell we have jensen
1:42.8	wong he is the CEO of invidia at their GTC conference. That's Tuesday night giving the keynote. There's some China data. There's actually still some earnings this week. Where do you want to start? Let's talk on Friday a little bit. I think both you and I were in the camp. Not a great press last week. Things were getting
2:01.8	a little bit overdone. You had been highlighting the fact when we see the VIX approaching 30,
2:06.8	that normally we will see a tradable bounce. What is interesting to me, Guy, about on Friday,
2:13.4	we never really had that sort of panic move where the VIX just blew out above 30.
2:19.4	I think you and I were both saying the stair step way in which the VIX was moving up and the orderly part of the selloff.
	...

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