Is The Contagion Contained? 00:06:22 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. Create new playlist Create new playlist FOMC and Banking Failures 00:09:28 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. Create new playlist Create new playlist Momentum Shift: A Closer Look at the US Consumer 00:08:47 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. Create new playlist Create new playlist Silicon Volatility, CPI Day, and Rate Expectations 00:06:11 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. Create new playlist Create new playlist A Lot Of Volatility, Not Much Change 00:05:59 Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners, discusses the continued volatility and why there hasn't been much big picture change. Create new playlist Create new playlist Q4 Earnings Season Recap and S&P 500 Buybacks 00:09:15 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. Create new playlist Create new playlist FOMC Meeting & Market Price Action 00:07:54 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. Create new playlist Create new playlist A.I. And Are Markets Listening? 00:10:39 Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners shares his thoughts on A.I. and its impact on stocks, and whether the market is reacting appropriately to recent remarks made by U.S. Treasury Secretary Janet Yellan, Fed Chair Jerome Powell, and President Biden. Create new playlist Create new playlist Fed And Tech Talk 00:04:38 Matthew Tuttle, CEO and CIO of Tuttle Capital Management discusses whether equity markets might be overly optimistic after the first FOMC meeting of 2023 and whether it’s time to consider taking on more risk. Create new playlist Create new playlist Market Reacts To First Fed Day Of 2023 00:07:34 The fed announced a 25bps rate hike after its first FOMC meeting of 2023, bringing the new benchmark rate range to 4.50% and 4.75%, the highest level since October 2007. Peter Tuchman, aka “the Einstein of Wall Street” aka “the most photographed man on Wall Street”, shares his thoughts on how the news was received on the Floor. Create new playlist Create new playlist Earnings, Outperforming Global Equities, and Employment 00:06:47 Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange**, discusses Q1 2023 earnings, U.S. equity performance compared to global equities, and what the latest in employment news will mean for the Fed. Create new playlist Create new playlist Earnings Season: Week 1 of Q1 2023 00:11:00 Tim Anderson, Managing Director at TJM Investments, shares updates from week one of earnings season, thoughts on bullish European equity markets, and why the US debt ceiling doesn't matter to markets. Create new playlist Create new playlist Where Will The Fed Go In 2023? 00:09:02 Jonathan Corpina, Senior Managing Partner, Meridian Equity Partners discusses where the Fed might take interest rates in 2023, the sliding value of the dollar, and earnings season as analysts contemplate earnings compression. Create new playlist Create new playlist Outlook As Markets Open In 2023 00:07:00 Tim Anderson, Managing Director at TJM Investments, discusses how investors are feeling ahead of the first opening bell of 2023. Create new playlist Create new playlist Market Reacts To Final Rate Hike Of 2022 00:04:17 Michael Reinking, CFA, Sr. Market Strategist for the New York Stock Exchange discusses the market’s reaction to the seventh and final rate hike of 2022, how things might look in 2023, and what might signs might signal a market bottom. Create new playlist Create new playlist Fed’s Final Rate Hike In 2022 00:01:32 After the final Federal Open Markets Committee of 2022, the federal reserve announced its seventh and final rate hike of the year, raising rates by 50bps, — bringing its target rate range to 4.25% and 4.5% the highest level in 15 years. Markets had an unexpected reaction. Create new playlist Create new playlist Lessons Learned In 2022 And Looking Forward To 2023 00:03:51 Brian H. Vendig, President of MJP Wealth Advisors, shares lessons that can be taken from 2022, how investors have a changed their allocations, and what’s top of mind for clients heading into 2023. Create new playlist Create new playlist Are 2% Rates the New Zero? 00:02:37 After the Great Recession of '08, the Fed pushed rates to near zero for the better part of a decade, then down to near zero during the COVID-19 pandemic. Are there lessons from these extended periods of near zero short-term rates? Insights by CME Group Chief Economist, Blu Putnam. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account Create new playlist Create new playlist Load More
