What Tariffs Mean for Future Interest Rate Decisions
Chuck Lieberman doesn't see a recession on the horizon but thinks markets may be pricing one in. Tariff uncertainty is the primary driver behind the action, and Chuck sees the Fed bearing that same weight. He gives a wider perspective into how Jerome Powell and the FOMC can navigate tariffs. Chuck …
Lieberman’s Picks: Nursing Homes, Banks, Energy & More
Chuck Lieberman calls Israel’s strikes on Iran a “big geopolitical impact, but not a big economic one.” He thinks the economy is “doing fine,” and the Fed should “do nothing.” He’s interested in investments like nursing homes, saying they have “attractive yields” and their demand will only rise. He…
‘This is Almost an Optimal Environment for Stocks’: Chuck Lieberman’s Picks
Chuck Lieberman wouldn’t rule out the possibility of a 50 basis point rate cut this year. He says this could “make up for lost ground” after the last employment report changed the market’s understanding of the economy sharply. However, he expects the market to continue to make new highs into the en…
‘Damage Will be Limited’ From Government Shutdown; Crypto Evolves into Safe Haven?
Lee Bratcher thinks markets will continue to see highs even as the government shutdown drags on. Chuck Lieberman says the market believes the “damage will be limited” from the shutdown. He notes that the housing market could take a hit with government services shut down but thinks a lot of it can j…
TSMC Earnings Preview, Stocks Set Fresh Record on AI
TSMC is poised to release its Q3 earnings report next week. The company is likely to excel, with both revenue and gross margins expected to defeat consensus supported by strong July-August sales data. TSMC is due to release its September sales data and the figures could offer some insight into wide…
FOMC Preview: 'Overwhelming Majority' Expect 25bps Cut
Chuck Lieberman is with the "overwhelming majority" in expecting a 25bps rate cut from the October FOMC meeting. He and Bill Lee help preview the Fed's next event. Bill believes that tariff-related inflation fears may be "overhyped" and says any policy mistake could negatively impact the labor mark…
2026 Fed Path: Employment Issues Overblown, or Pivotal?
Jeanette Gerretty and Chuck Lieberman break down the latest FOMC minutes and assess the rate cut path for 2026. Jeanette wonders what data the Fed will have by their upcoming meeting, with December employment numbers releasing next week and “sketchy” numbers around inflation. She thinks it will be …
No Cut in January or 2026? Interest Rate Roundtable Ahead of FOMC Meeting
The FOMC meets next week to decide if they will cut interest rates in January. Neither guest on today's panel agrees, with Ben Emons making the case as to why a divided Fed will meet in the middle for no change in rates. Chuck Lieberman argues the Fed won't cut at all in 2026 and that inflation wil…
Fed in the Middle: New Dual Mandate Challenges Add Rate Uncertainty
Ben Ayers says the latest FOMC minutes show a Federal Reserve caught between persistent inflation and growing labor‑market risks, even as rate cuts remain delayed. Chuck Lieberman adds that distortions in employment data are making economic signals harder to read, while geopolitical tensions keep e…
Chuck Lieberman on Fed's Rate Decision, Oil Pipeline Risks & Banking Ball Case
Chuck Lieberman of Advisors Capital Management discusses the FOMC's upcoming rate decision amid current inflation and strong growth, and explores AI's impact on the economy and market breadth. He highlights REITs like Omega Healthcare Investors (OHI) and Healthpeak Properties, favors money center b…
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