Veteran financial journalist Chuck Jaffe talks with the big thinkers, the power brokers and the market movers to keep you up to date on the market and the economy, with an eye toward where, how and why to invest. Plus personal finance content to cut through the clutter and improve your life.
…
continue reading
1
WisdomTree's Schwartz: Inflation is overstated, productivity underestimated
1:00:51
1:00:51
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:00:51
Jeremy Schwartz, global chief investment officer at WisdomTree, says that despite current headlines, the economy will have a higher real growth rate, with productivity improved by technological advances and continued full employment, which should help the economy avoid recession. He notes that inflation rates may not be quite as high as they seem, …
…
continue reading
1
Natixis' Janasiewicz: Stay the course, overweight equities during the earnings grind
1:00:49
1:00:49
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:00:49
Jack Janasiewicz, portfolio strategist for Natixis Investment Managers Solutions, says that inflation is moving in the right direction -- albeit more slowly -- and economic growth remains resilient, creating an environment where corporate earnings continue to grind higher. That has him locking into his plan and overweighting stocks. Janasiewicz say…
…
continue reading
Lyle Fitterer, portfolio manager for the Baird Strategic Municipal Bond fund, says that investors should take the Federal Reserve at its word, expecting interest rates to have peaked, anticipate a cut but don't expect it to happen until the numbers warrant it. That may not happen until late in the year or into 2025. Meanwhile, he notes investors ar…
…
continue reading
1
Seven Canyons' Kutusov: Supply chain diversification will reshape global markets
1:01:16
1:01:16
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:01:16
Andrey Kutusov, portfolio manager on the global, international and emerging markets small-cap teams at Seven Canyons Advisors, says that "near-shoring" or "China plus one" supply-chain diversification will "be the dominant force in international markets over the next decade." Kutusov says that geopolitical pressure and rising labor costs have pushe…
…
continue reading
Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, expects the Federal Reserve to cut rates, but no more than twice this year and in September at the earliest, and he says it's increasingly likely the moves won't start until 2025. The amazing thing, Wren says, is that the stock market got to where it was flirting w…
…
continue reading
Marko Papic, chief strategist at Clocktower Group, says that two wars have had less impact on markets that many observers have expected because the market has recognized that geopolitical events require a direct tie to earnings before they can truly dampen gains. Because of that -- but also because of issues he sees with the domestic economy -- Pap…
…
continue reading
David Ellison, portfolio manager for the Hennessy Large Cap and Small Cap Financials funds, says that investors should not expect the classic thinking of lower rates equals higher margins and bank stocks go up, because the math may not work that way this time, which is why he is hoping rates stay where they are for longer. Ellison says that the Fed…
…
continue reading
1
Rayliant's Ashby: U.S. fiscal policies are setting up a global crisis
1:00:24
1:00:24
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:00:24
Ben Ashby, head of investments at Rayliant Global Advisors, says he's not particularly worried about what two current wars and other issues are doing to the economy ad stock market now, but that his real worry is federal policies in terms of fiscal expenditures. "To me, that doesn't look sustainable, and that looks more like an emerging market than…
…
continue reading
Dan Zanger, founder and chief technical analyst at ChartPattern.com, says that he has followed the leaders out of the market, noting that the artificial-intelligence companies that had led the market's rally to new highs have now gone into consolidations and he's content to accept money-market returns until the market changes its tune and the chart…
…
continue reading
Edward Yardeni, president and chief investment strategist at Yardeni Research, says the economy is resilient enough to handle current levels of interest rates, and that better economic growth will allow earnings to drive the stock market higher even as anticipated rate cuts from the Federal Reserve are put off until 2025. Yardeni says he expects th…
…
continue reading
1
NFCU's Frick: The Fed has less power to fix things than markets want to believe
1:00:10
1:00:10
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:00:10
Robert Frick, corporate economist at Navy Federal Credit Union, says that the current issues keeping inflation high are about supply-side economics and are the kinds of problems that the Federal Reserve can't just fix by cutting interest rates. So while he sees the Fed as having pulled off the soft landing earlier this year, it can't "save us" this…
…
continue reading
With Wednesday's release of the latest Consumer Price Index numbers shaking the market's confidence that the Federal Reserve will cut rates soon, Chuck gets the latest take from Christian Chan, chief investment officer at AssetMark, and Gargi Chaudhuri, chief investment and portfolio strategist at BlackRock. Both see the Fed as acting, though Chan …
…
continue reading
1
SSGA's Milling-Stanley: Gold should keep thriving in this environment
1:01:30
1:01:30
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:01:30
George Milling-Stanley, chief gold strategist at State Street Global Advisors, says that inflation staying stubbornly above the target of the Federal Reserve -- despite the central bank's moves that have raised interest rates to 20-year highs -- has created the kind of market conditions in which gold, historically, has thrived. He does not think go…
…
continue reading
1
Hi Mount's Delwiche: 'It takes bulls to have a bull market'
1:00:00
1:00:00
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:00:00
Willie Delwiche, investment strategist at Hi Mount Research, says the bullish sentiment and investor optimism should lift the commodities market and help the market rally keep rolling, though he says investors should be worried that conditions are taking a turn for the worse when more stocks are making new lows rather than new highs or the Standard…
…
continue reading
1
Comerica's Adams expects 'a pretty good year for the economy,' helped by summer rate cuts
1:00:26
1:00:26
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:00:26
Bill Adams, chief economist at Comerica Bank says 2024 will end up as "a pretty good year for the economy," with the soft nearly in place as the Fed starts to cut rates in the summer. He notes that worries about an interest-rate shock or an energy-price shock -- the big two drivers of recession -- are not exceptionally high right now and any raised…
…
continue reading
John Kosar, chief market strategist at Asbury Research, turned positive on the market back in November and he's not ready to ring the register and close out the current rally just yet, though there are some metrics showing that "the market is about as overextended as it's been historically before you get a correction." That doesn't make him nervous…
…
continue reading
1
VettaFi's Rosenbluth: This is an exciting time for boring investments
1:01:34
1:01:34
Reproducir más Tarde
Reproducir más Tarde
Listas
Me gusta
Me gusta
1:01:34
Todd Rosenbluth, head of research at VettaFi, says that American investors who have some $6 trillion in cash are in danger of missing out as the Federal Reserve begins to cut interest rates in coming months, meaning they should focus on what they are doing with their cash-like investments. That's why he made Fidelity Limited Term Bond his "ETF of t…
…
continue reading