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Market Movers: The Opening Bell

Bull market optimism for 2025 despite tech uncertainty with Sonu Varghese

Despite uncertainty in the tech sector, optimism for a 2025 bull market continues to grow. Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, analyzes the factors driving market sentiment and how investors are positioning themselves for potential gains. Additionally, Varghese offers insight into the latest Fed decision to leave rates unchanged.

Market outlook after the Fed’s January meeting with Matt Cheslock

The Federal Reserve’s January meeting has set the tone for markets in the months ahead. Matt Cheslock, Equity Trader at Virtu Financial, breaks down key takeaways from the Fed’s decisions and their potential impact on investors.

How fund managers are responding to the tech selloff with Robert Miller

The recent tech selloff has investors reassessing their strategies amid market volatility. Robert Miller, CEO of Frontier Asset Management, discusses how fund managers are navigating these conditions and adjusting their portfolios. He provides insights into key trends and opportunities in the evolving tech sector.

DeepSeek’s impact on Nvidia’s outlook and the AI race with Evan Schlossman

DeepSeek's advancements are adding new complexities to Nvidia's position in the competitive AI landscape. Evan Schlossman Vice President of SuRo Capital, analyzes how this development is influencing Nvidia’s outlook and the broader AI race. He provides insights into the shifting dynamics of AI innovation and market competition.

Financial firms hope for adoption & regulatory clarity after SAB 121 repealed with Rifad Mahasneh

The repeal of SAB 121 has sparked renewed optimism for regulatory clarity in the financial sector. Rifad Mahasneh, CEO of the Mena Region, OKX, discusses what this means for firms looking to expand their involvement in digital assets and crypto adoption. Additionally, the pair discuss expectations for the growing role of stablecoins and the tokenization of real world assets (RWA).

Markets assess inflation ahead of Fed rate decision & PCE report with Elias Haddad

Investors are closely watching inflation data as the Fed’s next rate decision approaches. Elias Haddad, Senior Market Strategist at Brown Brothers Harriman, breaks down the key factors influencing market sentiment and what to expect from the upcoming PCE report. He provides insights into how these developments could shape monetary policy and investment strategies.

Tech stocks experience volatility with DeepSeek news & fed rate cut decision looming with Brian Jacobsen

Tech stocks are experiencing sharp swings as markets anticipate the Federal Reserve’s next move on interest rates. Brian Jacobsen, Chief Economist at Annex Wealth Management  analyzes the factors driving this volatility and what a potential rate cut could mean for the sector.

Holiday shopping recap and 2025 retail trends with Ted Rossman

The holiday shopping season offers valuable insights into evolving consumer behavior and retail strategies. Ted Rossman, Senior Industry Analyst at Bankrate, recaps key takeaways from the season and highlights retail trends shaping 2025. He provides expert analysis on what these trends mean for consumers and the best way to handle credit card debt after holiday spending.

DeepSeek’s impact on the greater crypto industry with Matt Cole

DeepSeek is making waves across the crypto industry, reshaping market trends and investor strategies. Matt Cole, CEO of Strive, examines the broader impact of DeepSeek’s developments and what they mean for digital assets. He provides insights into the challenges and opportunities this creates for the crypto ecosystem while also discussing the impact of SAB 121 being repealed.

Breaking down the Fed’s rate-cutting cycle with Tony Lee

The Federal Reserve’s rate-cutting cycle is shaping the outlook for markets and the economy. Tony Lee, President of Alpaca Securities, analyzes the implications of these cuts and their potential impact on growth, inflation, and investor sentiment. He provides insights into how this monetary policy shift is influencing market dynamics.

Tech stocks eye recovery after Monday’s selloff with Michael Reinking

After a steep selloff on Monday, tech stocks are showing signs of a potential rebound. Michael Reinking, Senior Market Strategist at NYSE, analyzes the factors behind the market dip and the prospects for recovery in the tech sector. He shares insights into what investors should watch as the market awaits new earnings and economic data.

Why homeowners insurance is becoming costly and difficult to obtain with Jeff Gitterman

Homeowners are facing increasing costs and difficulties in securing insurance due to evolving risks and market pressures. Jeff Gitterman, CEO of Gitterman Asset Management, examines the key factors driving these challenges and their implications for property owners. He provides insights into potential solutions and what homeowners can expect moving forward.