Navigating the Bond Market: Rising Deficits and Interest Rates
Enlightenment - A Herold & Lantern Investments Podcast
English - October 16, 2023 12:00 - 32 minutes - 22 MBInvesting Business News Business News investing stocks bonds municipal bonds financial wealth management economics retirement financial advisor financial education Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Get ready to unravel the mystique of the US market as we draw parallels between the 1987 crash and the current market situation. You might be wondering, how can US futures remain strong amidst looming Federal rate hikes, growing China tensions, and Middle East instability? Don't fret, we've got you covered. We'll tackle the bond market's structural challenges, why 'deficits don't matter' has become a popular mantra, and cast an optimistic gaze on the equity market with a particular focus on tech earnings. Think the 1987 crash is a thing of the past? Let's dive into a fascinating exploration of its echoes in today's market.
Hold onto your hats as we take you through an exciting whirlwind of geopolitical news. You'll learn about Biden and Scholz's potential trips to Israel, how Poland's pro-EU opposition seized power after eight years of populist rule, and why the US is tightening the screws on China's access to advanced semiconductors. Now, let's shift gears to the market. We'll discuss Rite Aid's bankruptcy, Pfizer's Paxlevid agreement, and how tech stocks are giving the S&P 500 a pedal to the metal. Curious about Tesla and Netflix's earnings? Stay tuned!
In our final segment, we dissect the influence of tech giants like Meta and Nvidia on the S&P 500 earnings growth. We'll reveal the potential drags of Exxon Mobile and Pfizer, and how these could sway the overall market performance. Additionally, we'll delve into the traditionally strong period of the S&P 500 from the 197th trading day to the end of the year. Wrapping up, we'll touch on Bank of America's predicament with its large holding of low-yielding mortgage securities, and how investors should be focused on the impact of higher rates when the bank reports their earnings. Join us for a thrilling journey through the twists and turns of the current market.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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