September FOMC Recap 00:06:56 In this episode of View From the Floor, NYSE Senior Market Strategist Michael Reinking unpacks the latest FOMC meeting--from Fed Chair Jerome Powell's comments on a soft landing scenario to the implications for long term rates. Create new playlist Create new playlist August CPI Hotter Than Expected 00:08:24 TJM Investments Managing Director Timothy Anderson reacts to the August CPI print which showed accelerated inflation--largely fueled by an uptick in energy prices. He also looks ahead to August retail figures and the Arm IPO later this week. Create new playlist Create new playlist Peter Tuchman Talks Structural Shifts in the Global Economy 00:10:45 In the latest episode of View From The Floor, Peter Tuchman, Senior Floor Trader at Trade Mas, joins Gillian Kemmerer to discuss where we are in the current rate cycle, the pitfalls of tired data in the new economy and more. Create new playlist Create new playlist A Tale of Two Tapes 00:16:30 Stonebriar Wealth Management President Joe Davis joins Asset TV on the floor of the New York Stock Exchange to unpack both the bull and bear case for the U.S. economy. Create new playlist Create new playlist Mercer Global Investment Chief Talks Jackson Hole, Big Tech & China 00:08:06 Mercer Global Chief Investment Strategist Rich Nuzum joins Gillian Kemmerer on the floor of the New York Stock Exchange ahead of the NVIDIA earnings release to discuss big tech's role in the equity bull market, the upcoming Jackson Hole Symposium, rising yields on the 10-year U.S. Treasury and his outlook for China. Create new playlist Create new playlist Envestnet Market Outlook 00:06:17 Envestnet Co-CIO and Group President for Solutions Dana D'Auria joins View from the Floor to discuss the current climate, investment trends to watch and more. Create new playlist Create new playlist NYSE’s Reinking Talks Market Mega-Week 00:06:20 In this episode of View from the Floor, NYSE Senior Market Strategist Michael Reinking breaks down the busiest week of the summer for equities markets. From the Bank of Japan’s curveball to the Federal Reserve’s well-telegraphed rate hike, Reinking shares his takeaways with Gillian Kemmerer from the floor of the New York Stock Exchange. Create new playlist Create new playlist How To Protectively Participate In The Equity Upside 00:05:03 Amanda Rebello, CFA®, CESGA®, Head of Xtrackers Sales for DWS, breaks down the DWS house view that there will be “very little S&P EPS growth 2022-2026”, how investors can cautiously dip their toes back into the market, and where they’re seeing risk and opportunity in A.I. Create new playlist Create new playlist CPI Lowest Since 3/2021 & S&P500 Highest Since 4/2022 00:10:34 Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange analyses what May’s CPI print - the lowest since March 2021 - means for markets, what to watch out for at the FOMC presser, and if there’s steam to build on the recent market highs. Create new playlist Create new playlist S&P 500 Reaches Bull Territory, But Will It Stay? 00:06:41 Jonathan Corpina, Senior Managing Partner at Meridian Equity Partners discusses the S&P 500 touching 20% above its October 2022 low, what’s driving the run, and if it has staying power. Create new playlist Create new playlist May Jobs Numbers And Fed Expectations 00:09:35 Tim Anderson, Managing Director at TJM Investments breaks down the May jobs numbers and what they mean for markets and the nexts FOMC. Create new playlist Create new playlist We Asked The Einstein of Wall Street How’s The Economy? 00:08:54 We asked Peter Tuchman, Broker at TradeMas, aka “The Einstein of Wall Street”, his thoughts on how the economy is doing amidst recently released retail figures, a debt ceiling stand off, and insinuations that the Fed might keep hiking rates. Create new playlist Create new playlist Retail Numbers Are Out, But What Do They Mean? 00:07:27 Sarah Wyeth, Retail & Consumer Sector Lead, S&P Global Ratings breaks down the most recent retail growth figures, analyses sector trends, and shares her outlook for the next 12 months. Create new playlist Create new playlist What April’s CPI, Fed Fund Futures, and X-Day Mean For Markets 00:07:48 Michael Reinking, CFA, Sr. Market Strategist for the New York Stock Exchange, analyzes the market’s reaction to April’s CPI print, expectations for rate cuts, X-Day, and stress in the banking sector. Create new playlist Create new playlist No Earning Recession Yet, But What About A Recession? 00:09:53 Tim Anderson, Managing Director at TJM Investments discusses headlines from the first part of the Q1 earnings season, liquidity in the economy, and calls for “the most telegraphed recession in history”. Create new playlist Create new playlist Cooler CPI & Upcoming Earnings 00:07:52 Jonathan Corpina, Sr. Managing Partner at Meridian Equity Partners, discusses the March CPI print, renewed talk of recession, and if we’ve already seen the market bottom. Create new playlist Create new playlist 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 Load More
