How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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The 3 biggest headwinds for the market
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Manage episode 348607154 series 2724975
Content provided by Frank Curzio and Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Curzio and Curzio Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
John Petrides, portfolio manager at Tocqueville Asset Management and fan-favorite guest, is back on the podcast to discuss what’s moving these markets. He explains why the Fed is nearly done with its fast-paced interest rate hikes… why it wants mortgage rates to be around 7% next year… and when we should expect it to start lowering rates. We discuss why a soft housing sector and rising unemployment will be good for the stock market, especially later in 2023… and the three major headwinds investors should focus on right now. John shares which sectors to look at in this market… and whether bonds will outperform stocks in the months ahead. Finally, John discusses his fantasy football teams… and highlights a relatively under-the-radar sport he’s just getting into. Disclaimer: John, nor his family, nor clients of Tocqueville, currently own shares of IXC. In this episode The Fed will slow the pace of rate hikes [4:53] Why John is bullish on the second half of 2023 [8:25] Markets are facing three major headwinds [15:48] John’s favorite sectors right now [23:30] Will bonds outperform stocks over the next six months? [31:49] John’s new love for one sport [38:58] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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1072 episodes
MP3•Episode home
Manage episode 348607154 series 2724975
Content provided by Frank Curzio and Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Curzio and Curzio Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
John Petrides, portfolio manager at Tocqueville Asset Management and fan-favorite guest, is back on the podcast to discuss what’s moving these markets. He explains why the Fed is nearly done with its fast-paced interest rate hikes… why it wants mortgage rates to be around 7% next year… and when we should expect it to start lowering rates. We discuss why a soft housing sector and rising unemployment will be good for the stock market, especially later in 2023… and the three major headwinds investors should focus on right now. John shares which sectors to look at in this market… and whether bonds will outperform stocks in the months ahead. Finally, John discusses his fantasy football teams… and highlights a relatively under-the-radar sport he’s just getting into. Disclaimer: John, nor his family, nor clients of Tocqueville, currently own shares of IXC. In this episode The Fed will slow the pace of rate hikes [4:53] Why John is bullish on the second half of 2023 [8:25] Markets are facing three major headwinds [15:48] John’s favorite sectors right now [23:30] Will bonds outperform stocks over the next six months? [31:49] John’s new love for one sport [38:58] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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