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08:54
We Asked The Einstein of Wall Street How’s The Economy?
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.
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07:27
Retail Numbers Are Out, But What Do They Mean?
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.
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07:48
What April’s CPI, Fed Fund Futures, and X-Day Mean For Markets
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.
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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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07:52
Cooler CPI & Upcoming Earnings
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.
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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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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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08:47
Momentum Shift: A Closer Look at the US Consumer
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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06:11
Silicon Volatility, CPI Day, and Rate Expectations
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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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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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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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.
