Schwab Network
4,326 episodes - English - Latest episode: 13 days ago - ★★★★★ - 23 ratingsSchwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2024 CSMPC. All rights reserved.
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Episodes
COST, AMZN: Warehouse & Discount Retailers Keep Winning
November 22, 2022 17:55 - 6 minutes - 59.2 MBWe continue to see warehouse clubs Costco (COST) and Amazon (AMZN) winning, says Chris Verasce. He discusses what recent earnings reports tell us about the economy. He talks about how Walmart (WMT) comments on grocery being half of COST's revenue stream. He also goes over how e-commerce sales are expected to take consumer wallet share for the holidays. He also notes why discount retailers are winning. Tune in to find out more about the stock market today.
Southwest Airlines (LUV): The Most Popular Airline?
November 22, 2022 17:53 - 6 minutes - 65.5 MB"Economy, interest rates, and the U.S. Dollar are seemingly not affecting airline stocks. Holiday airline travel: aggregated web traffic for nine largest U.S. airlines rose 15% in October 2022. Southwest Airlines (LUV) leads the industry in web traffic with 64.2M web visitors in the same time period. Other popular airlines include American Airlines with 53M web visitors, Delta Airlines with 42.7M, and United Airlines with 41.6M," says Jim Corridore.
Supply Pipeline Is Shrinking: Outlook For Real Estate In 2023
November 22, 2022 17:29 - 5 minutes - 59.6 MBCost and decreased availability of debt is rippling through the system, says Warren Wachsberger. He discusses outlook for real estate heading into 2023. He talks about how the supply pipeline is shrinking, even for a structurally under-supplied product. He also goes over how there is a wide dispersion of performance by asset class, vintage, and geography. He then notes areas of real estate that would benefit from higher inflation. Tune in to find out more about the stock market today.
Stock Market Today: DIS Strength & TSLA, COIN Weakness
November 21, 2022 23:10 - 3 minutes - 47.8 MBDow Jones today finished in the red along with the S&P 500 Index or SPX, Nasdaq-100, and Russell 2000. Overall, stocks slid to begin the holiday shortened week. Next, Renita Young weighs in on Disney (DIS) stock price rising after the news that Bob Iger will return as the CEO. Also, Tesla (TSLA) shares fall to the lowest price in two years due to investors being worried about China Covid-19 lockdowns re-emerging, as well as recall issues. Finally, Coinbase (COIN) fell to an all-time low as...
Earnings Alert: Zoom Video (ZM)
November 21, 2022 22:56 - 4 minutes - 55 MBZoom Video (ZM) earnings report indicated $1.07 in EPS and $1.1B in revenue. "The way that the ZM stock price is trading in the after-hours session is not too bad. The financials are starting to look like they will bottom out. There is a slight increase in revenue, but it is basically flat from last quarter. Total customers grew 14% year-over-year. Therefore, the company is profitable," says George Tsilis.
Tesla (TSLA) Stock Falls To A New 2-Year Low
November 21, 2022 22:33 - 4 minutes - 58.1 MBTesla (TSLA) stock price had a fourth straight day of losses and is the second worst performer in the Nasdaq-100 behind Lucid (LCID). TSLA shares touched a new two year low today. There are renewed Covid lockdowns in China and there is also the Twitter (TWTR) overhang with Elon Musk's attention. Finally, there have been multiple recalls on Tesla vehicles recently. Other, electric vehicle makers were down on the day as well.
Inflation Has Cooled & The Fallout From FTX Collapse
November 21, 2022 22:15 - 7 minutes - 84.5 MBInflation has cooled but still has a long way to go, says Octavio Marenzi. He discusses what's next for the markets heading into the end of the year. He also goes over the fallout from the FTX collapse, as well as what the crypto sell-off means for the markets. He also notes that cost of shelter remains sticky and will continue to put upward pressure on CPI numbers. Tune in to find out more about the stock market today.
Why You Should Still Be Avoiding Tech
November 21, 2022 22:10 - 9 minutes - 110 MBThere are still reasons to still avoid tech, says Mark Neuman. He discusses seasonality and the markets. He talks about the chances of energy continuing to outperform the market. He then goes over why investors should look at emerging markets, as well as the outlook for the dollar (/DX) following weakness. Tune in to find out more about the stock market today.
Gorilla Technology (GRRR) CEO On A.I. Algorithms Used To Extract Digital Content
November 21, 2022 22:04 - 7 minutes - 195 MBGorilla Technology (GRRR) is a provider of video intelligence. I.O.T. security, and edge content management. CEO Jay Chadran discusses how GRRR went public via SPAC merger on July 18th. He talks about how GRRR uses A.I. algorithms to identify, analyze, and extract information from digital content. He then goes over how GRRR acquired global video analytics provider Seequestor. He also notes why GRRR pivoted toward security convergence. Finally, he goes over the outlook for GRRR. Tune in to ...
Nayax (NYAX) CEO Talks Fintech & Earnings
November 21, 2022 21:54 - 6 minutes - 170 MBNayax (NYAX) is a global fintech company that operates commerce enablement and payment platform. CEO, Yair Nechmad discusses NYAX's recent earnings. He talks about how total revenue came in at $47.2M, which is up 53% year-over-year and recurring revenue from monthly SAAS and payment processing fees rose 39% year-over-year. He goes over how NYAX serves more than 30K customers in more than 30K companies. He also notes what investors need to know about NYAX. Tune in to find out more about the...
AAL, LUV, ULCC: Airlines Fly Into Post-Covid Gains
November 21, 2022 21:41 - 7 minutes - 78.8 MBOverall travel demand remains strong, says Ivan Feinseth. He and Chris Wang discuss the market outlook for airlines. Ivan notes that the consumer wants to spend on memories over merchandise. Chris says that airlines are typically poor performers in bear markets; however they outperformed in 2022 - rebounding off of pandemic lows. They then go over the post-covid recovery of airlines, as well as airline stocks to watch including American Airlines (AAL), Frontier (ULCC), and Southwest (LUV)....
With Bob Iger Disney (DIS) Could Compete With Warner Brothers & Paramount Again
November 21, 2022 21:37 - 7 minutes - 76.3 MBI think we'll hear a narrative in the film network and streaming portfolio, probably a little bit more like Warner Brothers and Paramount, says Ken Leon. He discusses how Bob Iger has returned as Disney's (DIS) CEO. Ken Leon discusses this as well as Disney's ambitions to aggressively scale Disney+ and be profitable by 2024. He talks about how he thinks Iger will look to better harmonize assets in movies, TV programming and distribution. He then goes over how a more pragmatic strategy is n...
Gold Price Affected By Fed's Monetary Policy
November 21, 2022 19:43 - 7 minutes - 179 MBGold Futures are trading lower for the fourth straight session. "It has been an interesting year for gold as it started out strong based on geopolitical risk as the primary driver. The monetary policy that the Federal Reserve has kicked in is a huge headwind for the gold market, as well as affecting the U.S. Dollar price and the bond market," says Joseph Cavatoni.
S&P 500 Index Key Level Is $3,500
November 21, 2022 19:18 - 7 minutes - 100 MB"The key technical level for the S&P 500 Index or SPX was $3,500. During the Thanksgiving week, markets tend to get thinner. The stock market today needs a breather even though the last two inflation numbers calmed investors a bit. Is the Federal Reserve going to do 75BPS or 50BPS interest rate hike? The big picture is that they will not dial back rates any time soon," says Chris Robinson.
Clearfield (CLFD) Higher Post Earnings
November 21, 2022 19:06 - 4 minutes - 46.2 MBClearfield (CLFD) manufactures and distributes passive connectivity products for communication networks. Clearfield is focused on fiber management, fiber protection, and fiber delivery products. These products include Clearview, FieldSmart, FieldShield, CraftSmart, WaveSmart, and YourX. George Tsilis weighs in on the CFLD stock price trading higher after better-than-expected fourth quarter earnings results.
Housing Market Indicators Continue To Flash Red
November 21, 2022 18:59 - 5 minutes - 52.9 MBEvery indicator for the housing market continues to flash red, says Kevin Gordon. He talks about how it's clear that disinflation is all around us. He notes that history tells us that stocks are not out of the woods after the last Fed rate hike. He then goes over how leading indicators don't support a trough in the market. Tune in to find out more about the stock market today.
U.S. & China: Removing Trade Barriers Helps Global Economy
November 21, 2022 16:58 - 9 minutes - 82.6 MB"You could be cautiously optimistic as you look at both presidents in the U.S. and China. Is there an immediate threat to Taiwan? President Xi Jinping said that China wants to establish a friendly relationship with the United States. However, both countries will continue to compete with one another. Now, investors should be looking at confidence building measures. I am curious if there will be a reduction in tariffs as removing trade barriers helps economic growth," says Sadek Wahba.
Apple (AAPL) & Tesla (TSLA) Single Stock ETFs: AAPU, TSLL
November 21, 2022 16:40 - 5 minutes - 68.9 MBApple (AAPL) and Tesla (TSLA) single stock ETFs give traders magnified or inverse exposure to the daily performance of Apple and Tesla, says Dave Mazza. He discusses trading Apple (AAPL) and Tesla (TSLA) with single stock ETFs Direxion Daily AAPL Bull 1.5X Shares (AAPU) and Direxion Daily TSLA Bull 1.5X Shares (TSLL). He says that these ETFs are meant to be used for short-term trading purposes. He also notes that leveraged single stock ETFs should not be viewed as buy and hold investments....
BITO: Futures-Based Bitcoin ETF With Regulated Crypto Exposure
November 19, 2022 19:54 - 8 minutes - 106 MB"The bitcoin price was stable this week despite the FTX collapse. However, there is immaturity in bitcoin exchanges. This is why we launched the Futures-based ETF, BITO. The regulated Futures market is an opportunity for crypto exposure without worrying about comingled assets. There has been record volume in both BITO and BITI ETFs with tight spreads. Blockchain and decentralized finance are important currently," says Simeon Hyman.
Are Semiconductor Stocks Oversold & A Buy In Any Weakness?
November 19, 2022 19:35 - 8 minutes - 87.1 MB"QUALCOMM (QCOM) started by surprising recently with with two quarters of inventory correction. Semiconductor stocks are quite oversold, but they are still the new oil, and should be considered as buy on any weakness," says Hatem Dhiab. "Nvidia (NVDA) delivered on revenue according to their earnings report after an early warning. Gaming could see prolonged weakness as inventory shakes out, but data center should remain robust," adds Daniel Newman.
Gold Price Anticipating Economic Troubles In 2023
November 19, 2022 19:15 - 8 minutes - 72.5 MB"In the short term, there is downward pressure, but the current technical levels that gold has been testing have been strong resistance for the past six months. The gold market may be anticipating troubles for the economy heading into 2023. Falling U.S. Dollar and growing geopolitical uncertainly are drivers of the recent gold price rally," says Everett Millman.
Stock Market Today: ROST, FL Strength & LYV Weakness
November 18, 2022 23:32 - 4 minutes - 55.1 MBDow Jones today was in the green along with the S&P 500 Index or SPX and Russell 2000. Stocks closed mixed on Friday to close a losing week. Best performing S&P 500 stocks this week included Ross Stores (ROST), Jack Henry (JKHY), Lincoln National (LNC), Enphase Systems (ENPH), and Cisco Systems (CSCO). Worst performing S&P 500 stocks this week included Advance Auto Parts (AAP), Albemarle (ALB), Capital One (COF), Live Nation (LYV), and Align Technology (ALGN). Next, Renita Young weighs in ...
Rental & Finance Stock Picks: CSGP, BAM
November 18, 2022 22:57 - 5 minutes - 61.8 MB"The Federal Reserve continues to be on a warpath and our playbook right now is to remain defensive. One of the names we like is Costar Group (CSGP) as we are starting to see apartment rental velocity accelerate as consumers seek out better value deals. Also, the number of units under construction is at an all-time high. Also, Brookfield Asset Management (BAM) has a countercyclical nature of their business as demonstrated by deploying dry powder which generated 18% in growth," says Bryan L...
Hike, Pause, Or Pivot: What Is The Fed's Rate Hike Plan?
November 18, 2022 22:33 - 8 minutes - 88.8 MBRates need to be increased further to curb inflation, says the Fed's Bullard. Kristina Campmany discusses the Fed's rate plan and if it's to hike, pause, or pivot. She talks about how the latest economic data impacts the Fed's rate hike plan. She also goes over opportunities in bonds. She thinks the largest opportunity set lies in foreign exchange markets and to be short in the U.S. dollar (/DX). She also notes that some areas of the credit market have gotten dislocated enough and offer va...
Oil Stocks Not Correlated To Crude Oil
November 18, 2022 22:11 - 5 minutes - 149 MBThe crude oil price is getting hit recently. "Oil stocks are not as correlated to crude oil as many investors think. Factors with oil stocks include costs, CEO scandals, and non-GAAP accounting. The crude oil price today is about the gas inventory build and the uptick in refining. Crude will reflect some weakness in terms of travel and industrial manufacturing. We are about to go through a recession," says Bob Iaccino.
SE Advanced Materials (FEAM) & The Role Of Boron+ In Decarbonization
November 18, 2022 21:48 - 8 minutes - 91.1 MB5E Advanced Materials (FEAM) is a global leader in Boron+ advanced materials that focuses on enabling decarbonization. JT Starzecki discusses what to know about FEAM. He talks about how FEAM's 1Q project expenses decreased 25% year-over-year. He then goes over the role of Boron+ in decarbonization. Tune in to find out more about the stock market today.
Implied Volatility Is Coming In Hard
November 18, 2022 20:24 - 8 minutes - 68.5 MB"Implied volatility has come in hard on the front-end of the curve even through realized volatility is near the highs of the year. The skew is incredibly flat as puts are cheap relative to calls from a historical perspective with positioning as the likely cause. October seemed to be throwing in the towel with boring earnings and a massive recovery," says Zed Francis.
Buyers Beware: Areas Of Opportunity In The Market
November 18, 2022 18:09 - 7 minutes - 190 MBBuyers beware despite the markets finally taking a positive turn, says Matthew Johnson He discusses how this market spike is likely premature optimism, not an indication that we've hit a bottom. He also previews the Fed's next steps, as well as areas of opportunity in the markets. He talks about how to avoid companies that are losing money. He notes to search out value stocks that are paying strong, consistent dividends. Tune in to find out more about the stock market today.
Gareth Soloway: FTX Comparison Vs Lehman Brothers
November 17, 2022 23:19 - 7 minutes - 78.5 MBHow far will the FTX crypto contagion spread? "The bitcoin price is beginnings its final move to the downside. I have been comparing FTX to Lehman Brothers as there are similarities. The bitcoin bottom should be around the 9K to 10K price level. This will be a long-term bottom that will coordinate with inflation as stocks will be fighting a recession. Regulation in the crypto markets will cause the bitcoin price to move up," says Gareth Soloway.
Inflation Outweighs Risks Of A Slowing Economy
November 17, 2022 23:09 - 10 minutes - 97.5 MBFed's Bullard said that the policy rate is not yet in a zone that may be considered sufficiently restrictive. "The inflation data is showing that the Federal Reserve is winning the war against inflation, but that does not mean we should expect a cease fire. The risks of inflation outweigh the risks of a slowing economy. Markets participants are playing this pivot narrative again. When you look at the Fed Futures pricing, they were pricing in a 5% peak in Fed's fund rate going out to May of...
Markets Taking Direction From Central Bank, What China Reopening Means For Global Economy
November 17, 2022 22:49 - 7 minutes - 69.1 MBMarkets have been taking their direction from central banks all year, says Jeffrey Kleintop. He discusses the takeaways from the recent global central bank rate hike decisions. He talks about the chances of a global recession, highlighting the global PMI. He also goes over what a China reopening means for the global economy. He then monitors the state of the global economy. Tune in to find out more about the stock market today.
WMT, TGT, HD: Which Big Box Retailers Are Doing Well
November 17, 2022 22:44 - 6 minutes - 163 MBWalmart (WMT) is benefitting from groceries and lower prices, says Caleb Silver. He discusses big box retailers. He talks about how Target (TGT) is "bullwhipped" and excess inventory is weighing on margins. He also notes that Home Depot (HD) is building inventory on "supply chain" concerns. He monitors consumer spending trends as inflation cools. Tune in to find out more about the stock market today.
Jobless Claims: Strong Labor Market Even With Higher Rates
November 17, 2022 22:23 - 8 minutes - 92.3 MBThe Philadelphia Fed Manufacturing number came in below expectations. "Building Permits and Housing Starts came in with expectations however. Weekly Jobless claims are in line as well. Even in this higher interest rate environment, labor conditions remain strong. This allows the Federal Reserve to continue with their strong message," says Dan Deming.
FTX Crypto Collapse Creating Great Opportunities To Buy In Crypto
November 17, 2022 22:00 - 5 minutes - 82.7 MBBuying the dip is still working and we are still following the dollar (/DX), says Steven Orr. He discusses the takeaways from recent market performance. He talks about how the crypto collapse of FTX is creating great opportunities to buy in crypto. He mentions that JPMorgan noted the fallout is in centralized exchanges and not decentralized. He then goes over how vacations are still hot with RCL and ABNB. Tune in to find out more about the stock market today.
Alternative Energy & Climate-Friendly Investing Options
November 17, 2022 21:57 - 10 minutes - 118 MBI think risk right now is a lot lower than it was when we were talking in the spring, says Rick Bookstaber. He discusses short-term versus long-term risks for investors, as well as risk management strategies in today's economy. He also talks about recession risks to monitor, highlighting the iShares iBoxx $ High Yield Corporate Bond ETF (HYG). He then goes over which areas of the market are most affected by deglobalization, in addition to what to know about deglobalization efforts. Next, h...
Nvidia (NVDA) 3Q Earnings & Amazon (AMZN) Severance Offer
November 17, 2022 19:04 - 4 minutes - 68.2 MBAmazon (AMZN) confirmed that job cuts are coming to devices and corporate roles. Renita Young and Oliver Renick discuss these Amazon cuts. They talk about how Amazon sent out "voluntary severance" offers to some employees. They also go over how Nvidia's (NVDA) 3Q revenue came in at $5.93B versus an estimated $5.81B. Additionally, Nvidia's 3Q data center revenue came in at $3.83B which is up 31% year-over-year. Tune in to find out more about the stock market today.
Market Performance Trends To Monitor: Fed, CPI, Earnings
November 17, 2022 18:48 - 8 minutes - 90.7 MBThe CPI was better-than-expected, but it didn't really change the perspective of the Fed, says Liz Ann Sonders. She discusses what the Fed is expected to do at their next meeting. She also talks about the impact of the cryptocurrency meltdown. She then goes over market performance trends to monitor, as well as how futures are down ahead of the opening bells. Finally, she mentions earnings season takeaways so far. Tune in to find out more about the stock market today.
Sportradar (SRAD) CEO On The Global Sports Betting Industry
November 17, 2022 18:45 - 5 minutes - 66.7 MBSportradar (SRAD) provides B2B solutions to the global sports betting industry that offers integrated sports data and technology platforms. CEO Carsten Koerl discusses the company's recent earnings. He talks about how SRAD's 3Q revenue increased 61% year-over-year. He notes SRAD achieved first-time profitability in 3Q, along with raising its guidance for revenue and narrowing its adjusted EBITDA range for the full year 2022. Tune in to find out more about the stock market today.
Growth Outlook To Remain Challenging: Forecasting Global Markets In 2023
November 17, 2022 18:42 - 6 minutes - 173 MBThe growth outlook is likely to remain challenging into the first half of 2023, says Eric Theoret. He forecasts global economic growth in 2023. He discusses how the sizeable gap between real and nominal data for retail sales is due to inflation. He notes that central banks are preparing for the final stages of tightening. He then goes over what recent data means for the Fed. Finally, he mentions what we learned from October retail sales. Tune in to find out more about the stock market toda...
Catalysts For Gold's Recent Price Action
November 17, 2022 18:24 - 5 minutes - 61 MBGold (/GC) is showing signs of renewed resilience, says Dan Deming. He discusses what's next for crude oil (/CL) following recent weakness. He talks about how gold futures are up nearly 10% since November 3rd. He then goes over catalysts for gold's recent price action. He also predicts how long the recent bond rally can last. Tune in to find out more about the stock market today.
NVDA, F, ELF: Stocks Performing Well In A Tough Market
November 17, 2022 18:22 - 6 minutes - 176 MBThe new chip for the Chinese market addresses the recent Biden administration export restrictions, says Tom Plumb on Nvidia (NVDA). He discusses how the tech sector has been impacted by rising rates. He goes over his predictions for Nvidia (NVDA) earnings. He notes how NVDA's stock is down 43% year-to-date, but is up 54% from its low. He also goes over why Ford Motor Co. (F) is looking bullish. He then mentions how ELF Beauty (ELF) is showing strong growth. Tune in to find out more about t...
Diversification Will Save Your Financial Soul
November 17, 2022 18:18 - 7 minutes - 68.3 MBDiversification will save your financial soul, says Aaron Dessen. He mentions that the economy is not as bad as you think. He talks about how it's been a harsh year in the stock and bond markets. He discusses how earnings are still forecasted to hit a new high next year. He then goes over areas of opportunity with a potential recession looming, as well as the outlook for emerging markets as the dollar (/DX) weakens. Tune in to find out more about the stock market today.
ZM, BX: Job Market Remains Strong Despite Weak Earnings
November 17, 2022 18:13 - 7 minutes - 89.5 MBThe job market remains strong despite weaker earnings, says Devon Drew. He discusses what peak inflation means for the markets. He talks about how the Fed has the option of slowing rates before an unemployment cycle emerges. He then goes over how softer inflation is crucial for a market rally. He then goes over his stock picks Zoom Video (ZM) and Blackstone (BX). Tune in to find out more about the stock market today.
Stock Market Today: AAP, TGT Weakness & LOW Strength
November 16, 2022 23:31 - 3 minutes - 57 MBDow Jones today finished in the red along with the S&P 500 Index or SPX, Nasdaq-100, and Russell 2000. Stocks fell for the third straight session. Next, Renita Young weighs in on Advanced Auto Parts (AAP) stock price plunges after missing third quarter earnings per share or EPS. Also, Target (TGT) shares fell down after mixed earnings and lowered fourth quarter expectations. On the other hand, Lowe's (LOW) stock price jumped on the earnings report beat. Finally, Young discusses recent earn...
Stock Market Will Hit Bottom In December
November 16, 2022 22:48 - 7 minutes - 81.3 MB"We will not see the bottom of the stock market until December. The bulls are hoping that the Federal Reserve will back off the interest rate hikes, but they are not taking the financial picture as seriously as they should. We are still seeing massive layoffs. The consumer looks strong, but people are buying fewer items. Also, goods are more expensive and credit card debt is soaring," says Angela Sloan.
Alibaba (BABA) Descends Due To Difficult Markets
November 16, 2022 22:14 - 7 minutes - 67.8 MBAlibaba (BABA) posted its first annual top-line decline in history in 1Q23, says Jim Kelleher. He and Lee Bohl discuss BABA. Jim notes that BABA is navigating a Chinese market beset with political, competitive, and medical obstacles. They talk about BABA's earnings highlights which will be released November 17th. Lee notes that BABA is facing stiff competition and low barriers of entry from Douyin and Tencent. Tune in to find out more about the stock market today.
Stock Market Rally Could Extend Until End Of Year
November 16, 2022 22:10 - 7 minutes - 86.7 MB"The stock market recently had a significant rally with 15% off the lows. Seasonal headwinds turned into seasonal tailwinds. Now we are coming out of the best seasonal period as with the midterm election, December is not as strong. Inflation looks like it might have peaked and there could be policy shifts in China, which could help on the global economic front. Therefore, the stock market rally could extend until end of the year," says Michael Reinking.
More Downside Ahead For The Stock Market
November 16, 2022 21:54 - 9 minutes - 82.2 MBThere is more downside ahead for the stock market, says Chance Finucane. He talks about how the Fed rate hikes will continue and a recession is likely sometime in 2023. He also goes over 2022 returns. He then discusses the rate hike outlook following the softening of inflation data. He notes that the 3-month and 10-year treasury yield curve is not significantly inverted. Tune in to find out more about the stock market today.
Fed Likely To Hike Rates 50 BPS At December Meeting
November 16, 2022 21:51 - 7 minutes - 76.6 MBIt's likely that the Fed will hike rates by 50 BPS at the December meeting with more hikes in early 2023, says Cooper Howard. He discusses how long the recent rally in bonds will continue. He notes how the more the Fed hikes rates, the more inverted the yield curve will become inverted. He also talks about signs that inflation is easing. He then goes over areas of opportunity within fixed income. Finally, he goes over how markets are lower after the latest retail data and Target (TGT) miss...
U.S. Dollar Weakness After Soft Inflation Data
November 16, 2022 21:48 - 8 minutes - 78.4 MBThere has been an inverse relationship between gold (/GC) and the U.S. Dollar (/DX), says Paul Nolte. He discusses how U.S. dollar weakness continues after softer than expected inflation data. He also talks about how the U.K. CPI for October 2022 hits its highest level in 41 years. He then goes over the differences between the U.S. dollar and other global currencies. Finally, he previews the next FOMC meeting which takes place December 13 and 14. Tune in to find out more about the futures ...