Cameron Dawson

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Cameron Dawson, mentioned 52 times across podcast episodes and expert conversations analyzed by Sonic.

What Cameron Dawson has said

Cam Dawson of New Edge Wealth predicts that the upcoming inflation data could show a headline PPI print with a 6-handle.

bearish·Cam Dawson

Cam Dawson of New Edge Wealth predicts that the upcoming inflation data could show a headline CPI print with a 4-handle.

bearish·Cam Dawson

South Korea's KOSPI index reached a level 112% above its 200-day moving average, which Cam Dawson of New Edge Wealth qualifies as a classic price bubble.

bearish·Cam Dawson

Cam Dawson of New Edge Wealth predicts that the upcoming inflation data could show a headline PPI print with a 6-handle.

SpeculativeCam DawsonJun 8

Cam Dawson of New Edge Wealth predicts that the upcoming inflation data could show a headline CPI print with a 4-handle.

SpeculativeCam DawsonJun 8

South Korea's KOSPI index reached a level 112% above its 200-day moving average, which Cam Dawson of New Edge Wealth qualifies as a classic price bubble.

Expert perspectiveCam DawsonJun 8

Cameron Dawson of New Edge Wealth believes the equity market became overbought and narrow, with its upside driven by a small cohort of names, creating conditions for a pause in its recent rally.

Expert perspectiveJonathan FerroMay 19

The Federal Reserve's March Summary of Economic Projections (SEP) included a forecast for PCE inflation of 2.7%.

Expert perspectiveCameron DawsonJun 16

Economic forecasts for U.S. private fixed investment have been revised higher, driven by capital expenditures in AI.

Expert perspectiveCameron DawsonJun 16

Economic forecasts for U.S. household consumption have been revised lower due to pressure from higher oil prices and negative real wage growth.

Expert perspectiveCameron DawsonJun 16

During the dot-com boom, companies like Cisco and Intel experienced over 100% earnings growth between 1998 and 2000.

Expert perspectiveCameron DawsonJun 16

A departing Federal Reserve member's dovish interest rate projection will be removed from the dot plot, which will mechanically raise the median projection.

Expert perspectiveCameron DawsonJun 16

The Federal Reserve's PCE inflation forecast is expected to be revised higher in the upcoming Summary of Economic Projections.

Expert perspectiveCameron DawsonJun 16

SpaceX generated $19 billion in revenue last year.

Expert perspectiveCameron DawsonJun 16

Market expectations for AI capital expenditure growth for the current year have risen from 10% a year ago to 80%.

Expert perspectiveCam DawsonJun 8

Unprofitable technology stocks have rallied 60% over the last two months.

Expert perspectiveCam DawsonJun 8

The Philadelphia Semiconductor Index (SOX) would need to decline by another 13% to reach its 50-day moving average.

Expert perspectiveCam DawsonJun 8

Super core CPI, defined as core services excluding housing, is currently moving higher.

Expert perspectiveCam DawsonJun 8

Market participants are now expecting AI capital expenditure spending to increase from $1 trillion to $1.2 trillion.

Expert perspectiveCam DawsonJun 8

Valuations for semiconductor stocks have recently increased back up to 28 times forward earnings.

Expert perspectiveCam DawsonJun 8

At the start of the year, valuations for semiconductor stocks had derated significantly to approximately 17 times forward earnings.

Expert perspectiveCam DawsonJun 8

The Philadelphia Semiconductor Index (SOX) reached a level 76% above its 200-day moving average, indicating an extreme overbought condition.

Expert perspectiveCam DawsonJun 8

The market is currently pricing in a 117% probability of a rate hike by the Federal Reserve by the end of the year.

Expert perspectiveCam DawsonJun 8

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