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
Rayliant's Ashby: U.S. fiscal policies are setting up a global crisis
1:00:24
1:00:24
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
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
1
ChartPattern's Zanger content to stay in cash and wait out trouble
55:39
55:39
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
55:39
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
1
Economist Yardeni expects no rate cuts and a market hitting 5400 this year
58:55
58:55
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
58:55
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
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
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
1
Two hot takes on the hotter-than-expected inflation numbers
59:50
59:50
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
59:50
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
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
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
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
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
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
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
1
Asbury Research's Kosar: It's risk-on, especially in commodities, despite warning signs
59:59
59:59
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
59:59
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
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
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
1
Macro Institute's Nick says we'll talk much more bad news later this year
58:59
58:59
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
58:59
Brian Nick, chief investment strategist at the Macro Institute, says that people should not expect the Federal Reserve to cut interest rates in hopes of rescuing the economy or keeping the market rally rolling. Instead, he says the Fed tends to cut rates when things go wrong, which he expects to happen by the middle of the year, when bad economic n…
…
continue reading
1
StockChart's Keller: This 'relentless incline' is reminiscent of '21
59:53
59:53
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
59:53
David Keller, chief market strategist at StockCharts.com and the president at Sierra Alpha Research, says the market's first quarter was much stronger than he expected, avoiding a low that he was expecting. The current low-volatility incline the market is on reminded Keller of 2021, a time when the market was recovering from Covid and kept driving …
…
continue reading
1
S&P Global's Gruenwald expects Fed cuts through '25 until rates hit 3 percent
58:45
58:45
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
58:45
Paul Gruenwald, chief economist at S&P Global Ratings, says that he doesn't see the economy going into a recession, allowing the Federal Reserve to cut rates "at a leisurely pace" and to get through inflation-reduction with a soft landing. Gruenwald recently raised his growth projection for the economy and he says the strong economy is letting the …
…
continue reading
1
Retirement expert Blanton on the mind tricks around Social Security
1:00:58
1:00:58
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:00:58
Kim Blanton of the Boston College Center for Retirement Research – where she writes the Squared Away blog -- says that Americans wind up falling into some classic psychological traps when it comes time to claim Social security benefits, and often take the money before they need it based on flawed thinking, reducing their retirement benefits for lif…
…
continue reading
1
NDR's Kalish: It's 'a good environment for risk assets'
1:00:21
1:00:21
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:00:21
Joe Kalish, chief macro strategist at Ned Davis Research, says that the big picture still argues for overweigting stocks relative to bonds and cash so long as the Federal Reserve follows through on making rate cuts and the economy avoids recession. While economic conditions make it look like a soft landing is in place now, Kalish is concerned about…
…
continue reading
1
Payden's Cleveland: 'This is the definition of a soft landing'
1:00:09
1:00:09
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
1:00:09
Jeffrey Cleveland, chief economist at Payden & Rygel, says that current conditions -- with inflation falling significantly year-over-year and no attendant hike in unemployment and no recession -- are the proverbial soft landing, and he believes these conditions can persist at least through the rest of the year. The soft landing as the dominant macr…
…
continue reading
1
IBKR's Sosnick: 'You really can't fight the tape right now'
59:19
59:19
Daha Sonra Çal
Daha Sonra Çal
Listeler
Beğen
Beğenildi
59:19
Steve Sosnick, chief market strategist at Interactive Brokers, says "This is one of the most momentum-driven markets I can recall ... where the winning stocks in one month continue to be the winning stocks the next month and then continue to win again the following month." Yet he believes in being fearful at times when others are greedy, because th…
…
continue reading