Wall Street Breakfast

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).Episode transcripts: seekingalpha.com/wsbShow links: Consumer sentiment slips in January as inflation expectations jumpJobs data in charts: December payroll growth hits highest level since MarchBitcoin selloff deepens, wiping out early 2025 advanceSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.