Sentiment is mixed. The S&P500 eked out small gains after a volatile session. The FOMC minutes, released yesterday, came as a confirmation that the Federal Reserve (Fed) remains fully committed to bringing inflation down, even if it means slower growth.
But, the recession talk, lower energy prices, and the softening Fed hawks despite yesterday’s h ... Show More
Feb 2023
Bard’s gaffe costs Google more than $100bn!
US equities fell yesterday on the back of two important factors: hawkish comments from the Federal Reserve (Fed) members, and the unexpected surge in the American used car prices. The S&P500 fell more than 1%, while Nasdaq slid around 1.80%.
Inside Nasdaq, Google had a particular ... Show More
10m 46s
Sep 2022
Mike Wilson: A Sudden Drop for Stocks and Bonds
After last week’s Fed meeting and another rate hike, both stocks and bonds dropped back to June lows. The question is, will this turn to the downside continue to accelerate?
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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Ch ... Show More
3m 50s
Jun 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once ... Show More
17m 39s
May 2024
The Great Precious Metals Catch-up Is Happening Now -- Michael Arries #6069
Kerry Lutz and Michael Arries discussed the recent surge in gold and silver prices, attributing it to economic factors such as inflation, political uncertainty, and lack of faith in fiat currency. They predicted that the precious metals would continue to rise in value, with the p ... Show More
16m 14s
Apr 2023
The Case for a 22% Drop in S&P 500
Troy Gayeski, chief market strategist at FS Investments, says don’t wait until May to flee the stock market rally—get out now. He joined the What Goes Up podcast to explain why he’s expecting the S&P 500 to bottom out at around 3,200, a roughly 22% drop from current levels.
“Firs ... Show More
41m 35s