Guy and Dan discuss the potential for a China growth scare (3:00), Nvidia/Taiwan Semi/Chip stocks (7:30), recessionary pressures (18:30), odds of a rate cut (20:30), Tesla (22:00), U.S. Steel (26:00), and retail earnings this week (28:30).

Articles mentioned in this podcast:


China Finance Giant’s Missed Payments Alarm Regulators, Markets

China’s Worsening Economy Is Hurting Corporate America

China’s Country Garden seeks to delay onshore bond repayment, fanning market fears

In the Market: Funds fret over the fallout of Biden’s China order

The Fed Is Playing a Waiting Game to Try to Avoid a Recession

Goldman Pencils In First Fed Rate Cut for Second Quarter of 2024

Tesla cuts prices in China for some Model Y versions

​​US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives



About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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