We cover this week’s Fed meeting, the labor market, inflation, Strategas sector picks for 2023, and the outlook for corporate earnings. Our guest is Ryan Grabinski, Strategas investment strategist. https://t.co/Xlx1m2Uvx0
Strategas Chief Economist Don Rissmiller breaks down his 2023 outlook, including recession probabilities, the challenges facing an overheating labor market, and why U.S. productivity has been so down in recent quarters. https://t.co/2PDLOanlHP
Taking stock of the equity market, Strategas Head of Macro and Technical Research Chris Verrone describes why the current environment is so disorienting, what the implications are, and where he has the highest conviction as of today. https://t.co/Gc4WutFS7f
Strategas Technical Strategist Todd Sohn breaks down how he sees the market today. Todd first discusses the ongoing regime shift from Growth to Value (and whether or not he believes it can stick) before touching on Gold’s uncertain outlook. https://t.co/jAUpvWa21K
Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the most recent Fed decision, comments on Powell’s remarks, and analyzes how fixed income markets could be impacted. https://t.co/gKWbB42q7y
Strategas Investment Strategist Ryan Grabinski takes us through a grab bag of questions facing the market, including why liquidity could be an issue, how earnings season is faring thus far, and what’s next at the Federal Reserve. https://t.co/bDc3zkXRhf
Strategas Washington Research Analyst Jeannette Lowe breaks down two key major themes of note: an increasing focus on energy independence in the US and the impact of deglobalization on US-China relations and the domestic Tech sector. https://t.co/wItjN0EDFn
Strategas Head of Fixed Income Research Tom Tzitzouris gives us his instant reaction to the hotter-than-expected September inflation data, how it might impact interest rates over the near-term, and what indicators he’s watching most closely going forward. https://t.co/txH5lgA4mW
Strategas Chief Economist Don Rissmiller breaks down how the labor market is feeding inflation, how other big inflationary inputs like housing are holding up, and why solid growth in the third quarter doesn’t mean the economy is out of the woods. https://t.co/TnjaGjSF9o
This week we walk through a technician’s view of the current market environment with Todd Sohn of Strategas. He hits on the broad selloff of the last few weeks, why sentiment isn’t quite as dour as past bear markets, and what sectors he likes as of today. https://t.co/sSy0y3WOSM
Strategas Chairman and Chief Investment Strategist Jason Trennert chats about two of his firm’s most important themes: the structural stickiness of the current inflation and the Fed’s likely need to go farther than expected to fight it. https://t.co/fMDxMmopxM
Strategas Head of Technical Strategy Chris Verrone joins us to talk about some of the bigger themes in his team’s work and how those themes inform where he sees market leadership and where he would be investing today. https://t.co/xhqji926c5
Strategas Head of Fixed Income Research Tom Tzitzouris walks us through a challenging fixed income landscape. He touches on where the Fed can go from here, how their actions impact markets, and where he’s finding value in fixed income today. https://t.co/0UeTcQa2fJ