No surprise that the market is struggling wit...

Matt Freund, co-chief investment officer at Calamos Investments, says a resilient economy is producing "shocking numbers for a mid-cycle economy," powering through problems in a way that puts the Federal Reserve on hold, avoiding interest rate hikes this year and returning to a b ...  Show more

Meb Faber, chief executive and chief investment officer at Cambria Investments, says that large-cap domestic stocks have done so well that it has masked the rise of the rest of the investment ecosystem, but now that he expects recent good times to be balanced out by tougher stret ...  Show more

As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. 

----- Transcript -----

Welcome to Thoughts on the ...

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explai ...

A week after delivering a 25 basis point interest rate hike, Federal Reserve Chairman Jerome Powell welcomed disinflation yesterday, but warned that if we see stronger labour reports, or signs that inflation is creeping back in then “it may well be the case that we have to do ...

On today’s show we are examining the latest Federal Reserve announcement and trying to make sense out of it for real estate investors. 

We’re looking at what was said, the underlying assumptions, and what the likely decision points will be. 

When asked if a soft ...