Stay Gold Danny Boy & A Conversation With Anastasia Amoroso

Guy Adami, Dan Nathan and Danny Moses are back with another What’s the big takeaway from today’s CPI report (3:40)? The guys offer insight on how Taiwan Semiconductor might be an early test for how earnings season and the second half of 2023 will look (10:00). The debt ceiling is looming, what is the Fed going to do (16:00)? Danny is taking momentum into the playoffs with his picks for Wild Card Weekend (26:05). Anastasia Amoroso joins the show again to discuss her outlook for 2023 (30:00). How is Anastasia thinking about a possible upcoming Fed rate pause (36:30)? Anastasia discusses the re-balancing we’re seeing in the labor market and how she views earnings for 2023 (39:30). What does a “soft landing” actually look like (41:45)? Anastasia details how she thinks the China re-opening process will play out in the markets (47:45). Check out our show notes and transcript here ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page