Are Markets Fighting The Fed?
There are several sayings on Wall Street. One of them is “Don’t fight the Fed”, but markets seem to be doing exactly that. Morgan Stanley Managing Director, Lisa Shalett believes the US equity market is fighting the Fed, ignoring leading economic indicators, and that could mean pain for overly optimistic positions down the road.
A.I. And Are Markets Listening?
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.
Fed And Tech Talk
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.
Market Reacts To First Fed Day Of 2023
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.
Earnings, Outperforming Global Equities, and...
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.
Earnings Season: Week 1 of Q1 2023
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.