Are We Already In a Recession? | Markets Are Smarter Than Everyone | Picking Stocks Is Really Hard!

Broken Pie Chart

English - January 29, 2023 18:07 - 47 minutes - 43.1 MB - ★★★★★ - 16 ratings
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Previous Episode: Max Bearish? | Earnings Declines Don’t Mean Falling Stocks?

Next Episode: Scenario No One Is Talking About | Bond Spreads Above Fed Funds Smallest Since 2007

Derek Moore and Mike Puck discuss the upcoming Fed meeting and whether rates will stick around at higher levels for a while despite general estimates for lower rates in the back half of 2023 and early 2024. Mixed signals in the labor market as tech announces layoffs while other companies point to hiring. Why it’s tough to pick individual stocks using Tesla as an example.

Does the Fed still want bad things to happen in the economy?

Watch the Fed press conference

Tech stocks see gains after layoff announcements

Why picking individual stocks is so hard

Tesla record earnings and revenues but 2022 was a bad year for its stock price

Bull market in Orange Juice?

LEI Leading Economic Indicators flashing recession signal

Strong Q4 GDP but interesting durable goods transportation contribution

Fed Funds futures don’t believe the Fed will keep interest rates high

Would it be so bad if we got to 4.8% Fed Funds and stayed there?

Why markets don’t like rate uncertainty

Q4 earnings look to be below the prior year