Northwestern Mutual's Stucky on why earnings growth overcomes headline risks

Northwestern Mutual's Stucky on why earnings ...

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Rayliant's Hsu on a resilient market that is 'separated from reality'

Jason Hsu, chief investment officer at Rayliant Global Advisors, says that "thee's the real economy and there's what the S&P 500 and Nasdaq are measuring" and they're different, which is why it's "not crazy for the stock market to reflect something almost separated from reality." ...  Show more

Water Tower's Severson: The economy sees $75 oil 'as the new $60'

Shawn Severson, chief executive officer and the head of market and thematic research at Water Tower Research, says that oil futures prices looking out into 2027 and reacting as if "$70 is the new $60," a sign that the market does not think any oil shock will be long-lasting. Mean ...  Show more

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