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CPI, Costco & The Case for S&P 6K 7/11/24

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Manage episode 428399150 series 2874535
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surprises beyond the headline numbers, and how to position from here. And, Universa is known as the Black Swan Fund, but the firm sees the S&P hitting 6,000 by year-end. We speak to Universa's COO about what makes them so bullish, some of the risks they are hedging for right now, and how they're positioning because of it. Plus, love in bulk on Wall Street for Costco stock today. The stock is already up more than 30 percent this year, and it's more expensive than Nvidia! So should you own it from here? We talk to one analyst who says yes, she just raised her price target again today. She joins us to make her case.

  continue reading

1351 episodes

Artwork
iconShare
 
Manage episode 428399150 series 2874535
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surprises beyond the headline numbers, and how to position from here. And, Universa is known as the Black Swan Fund, but the firm sees the S&P hitting 6,000 by year-end. We speak to Universa's COO about what makes them so bullish, some of the risks they are hedging for right now, and how they're positioning because of it. Plus, love in bulk on Wall Street for Costco stock today. The stock is already up more than 30 percent this year, and it's more expensive than Nvidia! So should you own it from here? We talk to one analyst who says yes, she just raised her price target again today. She joins us to make her case.

  continue reading

1351 episodes

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