Closing Bell: The Immaculate Rotation 11/29/23
With economic growth revised higher for last quarter alongside prices easy and treasury yields breaking down toward a 3 month low – are we back to pricing in a soft economic landing as the base case? Greg Branch from Veritas and Kristina Hooper of Invesco debate their forecasts. Plus, Corient’s Amy Kong breaks out her playbook for the tech trade heading into 2024. And, top analyst Brent Thill reveals what he will be watching from Salesforce’s results after the bell.
November 29, 2023
43 min
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914 of 2,295

November 29, 2023
Closing Bell: The Immaculate Rotation 11/29/23
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43:04This episodeClosing Bell: The Immaculate Rotation 11/29/23
Summary
With economic growth revised higher for last quarter alongside prices easy and treasury yields breaking down toward a 3 month low – are we back to pricing in a soft economic landing as the base case? Greg Branch from Veritas and Kristina Hooper of Invesco debate their forecasts. Plus, Corient’s Amy Kong breaks out her playbook for the tech trade heading into 2024. And, top analyst Brent Thill reveals what he will be watching from Salesforce’s results after the bell.
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