“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24
About this episode
If the Fed skips a December cut, our market guest says there’s one trade to position for that. Plus, Salesforce earnings are on deck, and our analyst is bringing his 2025 playbook to the table. And Deutsche Bank is initiating coverage on Instacart, but warning investors not to put the ”CART” before the horse.
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