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Earnings-Driven Bull Market
Schwab Network
English - February 16, 2023 19:18 - 7 minutes - 184 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Why Are Growth Stocks Leading When They Crashed In 2021?
"The effect of China reopening is coming through. Should the Federal Reserve have done a 50BPS interest rate hike? The Fed will be higher for longer. Net purchases for U.S. stocks by foreign investors rose to a two-year high. Buying dips this time has everything to do with inflation and less to do with liquidity. Best opportunities are in growth areas with earnings supported by consistent disinflation," says Ben Emons.