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Inflation Expectations, Tech Valuations, Healthcare Opportunities
Seeking Alpha· 2025-09-18 03:20
PM Images/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot, BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50). Transcript Rena Sherbill: Happy to welcome back to Investing Experts, always a pleasure ...
S&P, Nasdaq Slip Ahead of Fed Decision | Closing Bell
Youtube· 2025-09-17 04:29
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. It's already started.There's Carol Massar. There's Tim Stenovec in the radio booth. Welcome to our audiences across all of our Bloomberg platforms here on a relatively inconsequential day Carol Massar at least in terms of the price action.The market apparently waiting for the big Fed decision in 22 hours. Yeah, absolutely. Very eager ...