Equities: Year-end rally, inflation, thematic winners, US consumer and Nvidia monster earnings

Today we discuss yesterday's small positive surprise on US October inflation that sent bond and equities soaring with Nasdaq 100 on a trajectory to set a new closing high for the year. We also go through which equity themes responded the most positive to lower interest rates, and also the recent reading on the US consumer based on earnings results from Target and Home Depot. Finally, we go over recent earnings and the most important earnings to watch over the next week including the important Nvidia earnings next Tuesday, with Peter Garnry.
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