Markets
Learn about the latest things going on in the Market.
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06:22
Is The Contagion Contained?
Peter Tuchman, Broker at Trade Mas, shares his thoughts on the latest Fed rate hike in the wake of bank collapses, whether the bank failures could spread to other industries, and what he’s watching most closely right now.
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01:02
Columbia Threadneedle’s Al-Hussainy Sees “...
Columbia Threadneedle Global Rates Strategist Ed Al-Hussainy told Bloomberg that, even as spreads are compressing in quality, he’s still seeing exceptionally attractive valuation opportunity in investment grade credit bonds at the short end of the curve. That’s on top of the all in yields that are around 5%.
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01:28
Morgan Stanley’s Chief US Equity Strategist...
Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson, thinks that equity risk premiums are not factoring in growth concerns tied to a slowing economy, which in light of the recent bank collapses has only grown.
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01:40
iCapital’s Amoroso Sees Systemic Risk In US...
iCapital Chief Investment Strategist Anastasia Amoroso told Bloomberg News that the collapse of Silicon Valley Bank and Signature Bank were not isolated incidents and signal risk in the wider the US banking system.
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09:28
FOMC and Banking Failures
Tim Anderson, Managing Director at TJM Investments, discusses why, even in the wake of the second and third largest lenders to collapse in US history, the S&P 500 is still positive YTD and how a 25bps rate hike could be the most market-stabilizing action FOMC can take.
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02:17
BlackRock CEO Fink: Politicians Making ESG...
BlackRock and its Chief Executive Officer Larry Fink, have become the focal point for politicians in red states demonizing the Asset Manager for being too green. They’ve even gone so far as divesting billions of dollars and making it illegal to invest with the firm.
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08:47
Momentum Shift: A Closer Look at the US...
Hailey Orr, Director of Capital Markets Strategy for MUFG and co-author of the firms recently published research “Momentum Shift: A Closer Look at the US Consumer”, shares insights from the research, discusses mixed macroeconomic data, and expectations for a US recession.
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01:35
Take The US2Y “Risk” Says Hugh Hendry
Hugh Hendry, founder of hedge fund firm Eclectica Asset Management, says he's putting his money on the front end of the Treasury curve as it’s showing some of the highest yields seen in years. Asked where he would hide his money from the current market volatility and risk, he’s all about the US 2 Year Treasuries.
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06:11
Silicon Volatility, CPI Day, and Rate...
In the wake of the collapse of Silicon Valley Bank and Signature Bank, Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange, breaks down the sell off and rebound, expectations for the Federal Funds Rate, and the just-released February CPI data.
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01:44
BlackRock’s CIO Says Paradigm Has Changed
As markets react to the news of Silicon Valley Bank’s collapse, BlackRock’s CIO, Rick Rieder, says the economy is still in pretty good shape, but the stickiness of inflation has changed the macroeconomic paradigm and as a result their investment strategy.
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01:18
Apollo’s CEO Says Economy Is In A“Non-...
This is your market minute while others are trying to figure out if the U S economy is in a recession or not. Apollo Global Management, co-founder and chief executive officer, Mark Rowan thinks that we're in a non-recession recession. Rowan says the unprecedented $8 trillion economic stimulus has resulted in a historically tight labor market even as the economy slows and asset valuations are...
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02:35
Summers Says No Systemic Banking Risk
Larry Summers was not surprised by the bank run and subsequent shuttering experienced by Silicon Valley Bank, but does not see any systemic risk to the banking system, as long as depositors can make withdrawals.
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05:59
A Lot Of Volatility, Not Much Change
Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners, discusses the continued volatility and why there hasn't been much big picture change.
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01:29
Are US Investors Overlooking Foreign...
As investors look for opportunities in the current market environment, many have followed the flight to safety crowd, but Research Affiliates Founder and Chairman Rob Arnott, thinks that US stocks are overpriced and investors are overlooking opportunities in foreign equities.
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01:31
Nuveen’s Global Fixed Income CIO Sees Rocky...
Many investors hoped the new year marked a new chapter in the inflation story. Nuveen Global Fixed Income CIO Anders Persson thinks it’s going to be a rocky road until the second half of 2023.
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09:15
Q4 Earnings Season Recap and S&P 500...
Tim Anderson, Managing Director at TJM Investments discusses 2023’s worst week for markets so far, fourth quarter earnings, and a projected record-breaking year for stock buybacks.
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07:54
FOMC Meeting & Market Price Action
Michael Reinking, CFA, for the New York Stock Exchange, discusses the market’s reaction to the release of the most recent FOMC meeting notes, the recent uptick in MoM inflation, and mortgage applications being at a low last seen in 1995.
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01:29
Jan. PPI Up, BP Scraps Carbon Emissions...
The Bureau of Labor and Statistics' January PPI print was the highest since June 2023; BP reported a company record $27.7 billion in profits in 2022 and also said it would be lowering it’s carbon reduction goals; and a S&P Global Ratings study found that 80% of companies that are part of a M&A or LBO transaction miss their EBITDA targets in their first year.
