Podknife - Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24 by The Exchange

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Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24

Podcast |: The Exchange
Publisher |: CNBC
Media Type |: audio
Podknife tags |: Business,; Business News,; Investing,; Stock Market
Categories Via RSS |: Business,; Investing,; News
Publication Date |: Sep 04, 2024
Episode Duration |: 00:44:02

Most of the chipmakers are under pressure again today, but one value investor says it’s time to buy and joins us with the names he’s bullish on. Plus, the yield curve is disinverting for the first time since the August sell-off, but a different part of the bond market is flashing a bullish signal for stocks. And Bernstein is naming an unloved off-price retailer as its top pick in the space. The analyst joins us to make her case.

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