Jack welcome to barrons roundtable where we get behind the headlines and prepare you for the week ahead i am jack otter. Growing concerns about evaluations as a. I. Driven tech stocks lead the market to new heights. Is that another bubble the dean of evaluation is here with his insights. Highflying stocks could experience a pullback in the near future following the markets huge rally should you buy the dip in later trouble for tesla the ev maker could be taken a backseat as competition ramps up, on the barrons roundtable ben levisohn, andrew bary and Elizabeth Obrien we will talk about three things investors should be thinking about right now. Lets start with the jobs report, William Blair called it a ruhr set, whatever you think the market is doing right now you can see it in that report. The headline number was hot 275,000 jobs was supposed to be closer to 200,000 but if you look deeper in the report there was a lot of revisions over to january and february which made it much closer
You know what its like. You have twins. Werent they born on the same day . They happened to be born on the same day. I think you mentioned that. You have to gear up for that stuff. You can see right now, a mixed picture for the futures. It looks like the dow futures are up by 26. The dow was up yesterday by 236 points yesterday. The s p was up by more than 1 . It closed at its 17th recordhigh of 2024. Again, it ooh is only march 13 ft. So thats pretty rapid success for all of those new highs. The nasdaq was up by 1. 5 . It reversed two days of declines. This came after the cpi number was a little hotter than anticipated. All in all people looked at it saying housing inflation was coming down to some extent and it with was good news. If you took out treasury yields, they were higher. They jumped on the cpi. The 2 yeee2years at 2. 6 . Alaskan airlines is confirming the plane that lost the door plug was actually scheduled to under go maintenance later that night. I roy. To get straight to
Jack welcome to barrons roundtable where we get behind the headlines and prepare you for the week ahead i am jack otter. Growing concerns about evaluations as a. I. Driven tech stocks lead the market to new heights. Is that another bubble the dean of evaluation is here with his insights. Highflying stocks could experience a pullback in the near future following the markets huge rally should you buy the dip in later trouble for tesla the ev maker could be taken a backseat as competition ramps up, on the barrons roundtable ben levisohn, andrew bary and Elizabeth Obrien we will talk about three things investors should be thinking about right now. Lets start with the jobs report, William Blair called it a ruhr set, whatever you think the market is doing right now you can see it in that report. The headline number was hot 275,000 jobs was supposed to be closer to 200,000 but if you look deeper in the report there was a lot of revisions over to january and february which made it much closer
About chinas economic challenges, calling the country a ticking time bomb. Lets begin with the markets on this final trading day of the week as investors digest todays ppi number interesting, sara. I mean, 0. 1 is not that dramatic we had a negative revision, but coming off the stellar reception to cpi yesterday, maybe it looks a little bit worse yeah, after a zero percent in june, you dont want to see it tick up to 0. 3 in july, which is what we got, and we know Producer Prices are wholesale prices that feed in, so maybe a little deemphasized because we already got the cpi read but you just dont want to traders, investors are on guard for inflation to hook back up. Right . Like, we hope people are hoping that the inflation data, which has shown moderated inflation, been celebrated as good news, will take us down to the 2 target and the feds work is done, but theres a chance that, look, it could be sticky we still see a really tight labor market where wages are rising we see Oil Prices
Jack welcome to barrons roundtable where we get behind the headlines and prepare you for the week ahead i am jack otter. Growing concerns about evaluations as a. I. Driven tech stocks lead the market to new heights. Is that another bubble the dean of evaluation is here with his insights. Highflying stocks could experience a pullback in the near future following the markets huge rally should you buy the dip in later trouble for tesla the ev maker could be taken a backseat as competition ramps up, on the barrons roundtable ben levisohn, andrew bary and Elizabeth Obrien we will talk about three things investors should be thinking about right now. Lets start with the jobs report, William Blair called it a ruhr set, whatever you think the market is doing right now you can see it in that report. The headline number was hot 275,000 jobs was supposed to be closer to 200,000 but if you look deeper in the report there was a lot of revisions over to january and february which made it much closer