Stocks rising ahead of tomorrow’s PPI report, as economists are looking for inflation pressures to ease as we get ready for the last Fed meeting of the year. But can the momentum contine.
Plus, shares of Tesla have been cut in half this year. Is there any charge left in the stock, or is this trade losing its power?
Oct 9
Cracks In Homebuilder Foundation Grow… And De-Dollarization Drama 10/9/25
More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. ... Show More
43m 41s
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
Oct 2022
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More
1h 3m
Sep 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.
----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Glob ... Show More
3m 9s
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