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Feb 12
57m 22s

Jonathan Treussard: 'Would you be okay i...

CHUCK JAFFE
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Yesterday
Oxbow's Oakley is expecting higher volatility and lower returns
Ted Oakley, founder and managing partner at Oxbow Advisors, says that he expects the market to be setting new highs but to challenge some serious lows, hurt by high valuations, current economic conditions and the election cycle. "This will not be a real strong year for the market ... Show More
1h 1m
Feb 11
PNC's Agati: Focus on earnings and ignore the 'haze of uncertainty'
Amanda Agati, chief investment officer at PNC Asset Management Group, says that earnings growth will be the "defining driver" of market performance in 2026, and would be the factor to watch if you could only see one. PNC is forecasting earnings growth of nearly 15% this year, "wh ... Show More
57m 26s
Feb 10
Cresset's Ablin says gold is priced for 10% inflation, so expect more of a pullback
Jack Ablin, founding partner and chief investment strategist at Cresset Capital, is expecting double-digit earnings for stocks generally — but only single-digit growth for the Mag 7 — and he says the broader market with moderate growth and strong economic stimulus should roll on. ... Show More
1 h
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