AAM's Colyer: 'Don't fight the Fed' now means 'Let it ride'

AAM's Colyer: 'Don't fight the Fed' now means...

Up next

Northwestern Mutual's Schutte: 'We're in economic cycle overtime'

Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Co., says that the current economic cycle is in "overtime," a point where the stock market gets narrow. As the cycle ends, however, he expects the market to broaden out, which could carry it higher, ...  Show more

Glenview's Stone: 'Earnings are the fuel that sends stocks higher'

Bill Stone, chief investment officer at Glenview Trust, says that the stock market "continues to price in that the Iran conflict is going to be over [soon]," which has kept the focus on blockbuster earnings numbers, which have been so strong that they have overcome virtually all ...  Show more

Recommended Episodes

DWS' Staples on Yield Curve: Macro Matters
FICC Focus

Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.  In thi ...  Show more

Vanguard's Hard Pass on a `Soft Landing'
What Goes Up

A rallying stock market and better-than-expected second-quarter economic growth are just the latest developments pointing Wall Street skeptics to the possibility of a US “soft landing.” That’s where the Federal Reserve gets inflation back down to around 2% without triggering a do ...  Show more

Top of the Morning: CIO Strategy Snapshot - Speed bumps
UBS On-Air: Market Moves

With the next FOMC meeting a day away, Jason Draho speaks to how the Fed might interpret recent economic data, and how the data may influence the Fed’s policy decision making. We also discuss an investment outlook, and positioning recommendations. Featured is Jason Draho, Head of ...  Show more

Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22
ETF Edge

CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ...  Show more