On The Tape – When China Sneezes…

On The Tape is brought to you by

On this episode of On The TapeGuy and Dan discuss the potential for a China growth scare (3:00), Nvidia/Taiwan Semi/Chip stocks (7:30), recessionary pressures (18:30), odds of a rate cut (20:30), Tesla (22:00), U.S. Steel (26:00), and retail earnings this week (28:30).

Articles mentioned in this podcast:

•China Finance Giant’s Missed Payments Alarm Regulators, Markets

•China’s Worsening Economy Is Hurting Corporate America

•China’s Country Garden seeks to delay onshore bond repayment, fanning market fears

•In the Market: Funds fret over the fallout of Biden’s China order

•The Fed Is Playing a Waiting Game to Try to Avoid a Recession

•Goldman Pencils In First Fed Rate Cut for Second Quarter of 2024

•Tesla cuts prices in China for some Model Y versions

•US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives

Please rate and review and share it with your friends as this will help people find it.

And as always we want to hear your feedback. Please hit us with any comments at [email protected], follow us at @OnTheTapePod or check us out on threads @riskreversalmedia.

You can give it a listen on the website or at your preferred podcast store (Apple Podcasts, Spotify, Google Podcasts, Amazon Music, and Deezer), and please subscribe to have it delivered to your devices each Friday.

See what adding futures can do for you at cmegroup.com/onthetape.