OVER DEZE AFLEVERING
A St. Louis Fed official has signaled that tighter monetary policy is needed 'soon,' reigniting debate about whether the Federal Reserve's rate cycle is truly over. We walk through what renewed tightening would mean for bonds, equities, and everyday borrowing costs.
Today's Stocks & Topics: Welltower Inc. (WELL), Market Wrap, Earnings Season, VanEck Semiconductor ETF (SMH), Is the Fed Bringing Monetary Tightening Back? What Investors Need to Know, Nucor Corporation (NUE), CorMedix Inc. (CRMD), MYR Group Inc. (MYRG), Everus Construction Group, Inc. (ECG).
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van InvestTalk.
ANDERE AFLEVERINGEN IN DEZE PODCAST
With midterm elections approaching, the balance of power in Congress could trigger significant shifts in US foreign policy — from trade deals to military commitments — with real consequences for investors in international markets. We walk through the four key foreign policy pivots to watch and how …
US consumer sentiment is hovering near record lows ahead of the midterm elections, a troubling signal given that consumer spending drives roughly 70% of the American economy. We break down what falling confidence means for corporate earnings, retail stocks, and the broader economic outlook heading …
The Bank of Japan is expected to hold rates steady while leaving the door wide open for a December hike — a delicate balancing act with massive implications for the yen carry trade and global capital flows. We examine how shifts in Japanese monetary policy ripple through US bonds, emerging markets,…
Zelensky has called Trump's decision to waive certain Russia sanctions 'wrong,' as a US-Russia supply deal on diesel begins taking shape, and the market implications of sanctions relief are already being felt in energy markets. We examine what easing sanctions pressure on Russia means for commodity…
The 10-year Treasury yield has pulled back to the psychologically significant 5% level as investors seek safety amid growing concerns about AI sector valuations and broader market volatility. We discuss whether this is the moment to finally lock in bond yields and how to think about fixed income al…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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