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09:53
No Earning Recession Yet, But What About A Recession?
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”.
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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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09:15
Q4 Earnings Season Recap and S&P 500 Buybacks
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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08:12
Valentine’s Day CPI & Chinese Balloons
Tim Anderson, Managing Director at TJM Investments digs into the January CPI print vs. expectations, what’s driving the number, and how he expects the market to react, as well as if markets are showing any signs of balloons… the Chinese ones.
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11:00
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.
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07:00
Outlook As Markets Open In 2023
Tim Anderson, Managing Director at TJM Investments, discusses how investors are feeling ahead of the first opening bell of 2023.
