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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.
