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Inflation, Earnings and Lawyers in Parachutes: What's next for your favorite stocks?
Manage episode 444863999 series 3415392
İçerik David Nelson, CFA, David Nelson, and CFA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan David Nelson, CFA, David Nelson, and CFA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
David Nelson, CFA, Belpointe Chief Strategist and host of the Money Runner weighs in on the impact of inflation, earnings, and bond volatility. With CPI numbers hotter than expected and a benign PPI report, we explore what it all means for investors. David discusses the Fed's rate dilemma, earnings season kick-off with JP Morgan, BlackRock, and Wells Fargo, and how rising yields are affecting mortgage rates. Plus, find out why the narrative around the Magnificent Seven stocks might be shifting and how "Lawyers in Parachutes" could shake up the markets during the upcoming election.
Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."
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