Retailers Weigh In On Weakening Consumer… And Opportunities In The Sell Off 3/13/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 13 March 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Discretionary stocks leading the market lower, as retailers sound the alarm on the pressure facing consumers. How inflation and tariff concerns are impacting buyers, and what it means for the largest retail companies. And While stocks continue to drop, some names may be presenting attractive entry points. The discounted names our traders are watching, and the technical levels that back them up. Fast Money Disclaimer

Transcript

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0:00.0	Live for the NASDAQ market site in the heart of New York City's Times Square, this is fast money.
0:06.2	Here's what's on tap tonight.
0:07.6	A consumer capitulation, retail names among the hardest hit in today's broad market sell-off,
0:12.5	extending losses in an already painful week, what the moves say about the say to the shopper and where the stocks go from here,
0:18.7	and banking blues.
0:19.7	J.P. Morgan riding a six-day losing streak.
0:22.5	As the financials face a losing week of their own,
0:25.1	what the pullback means for the banking trade and how much more pain is there to come.
0:29.4	Plus, gold nears a milestone.
0:30.9	What is next for the precious metal?
0:32.6	Intel puts in its best two-day run in over 24 years.
0:37.0	Is this a start of a turnaround for the embattled chip maker and buying opportunities?
0:40.8	The traders make picks for stocks that might be bottoming out and Chris Verone will grade the charts.
0:45.7	I'm Melissa Lee coming to you live from Studio Bietan Azac on the desk tonight.
0:49.1	Karen Feinerman, Dan Nathan, Guy Dami and Chris Verone, partner in chief market strategist at Stratigas, a Baird company.
0:55.6	We start off with the Crumbling Consumer with the S&B 500 now more than 10% off its record high.
1:00.7	The discretionary group under particular stress.
1:03.6	The sector on pays for its worst weeks in September 2022, now trading at six-month lows.
1:09.4	Nearly three out of every four stocks in the space in bare market territory,
1:13.7	more than 20% off their 52-week highs, and more and more companies sounding the alarm for what is to come.
1:19.2	Delta Airlines, Costco, Coles, just a few of the names slashing guidance for the current quarter and beyond.
1:24.4	They cite inflation, tariffs as clamping down on their customers across the
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