Sanjac Alpha's Wells: Interest rates will rise this year, even if the Fed cuts

Sanjac Alpha's Wells: Interest rates will ris...

Up next

Baird's Mayfield: The Fed is done cutting; market's not done rising

Ross Mayfield, investment strategist at Baird, says that the Federal Reserve "is going to be very hard pressed to find a reason to cut [rates] here," and he thinks that if the central bank does have to make rate reductions down the road, "it won't be for reasons investors would b ...  Show more

ProShares' Hyman: Earnings will keep powering market past headlines

Simeon Hyman, global investment strategist at ProShares, says that we have "had the most stunning earnings season in pretty much anybody's recollection," exceeding expectations and making it that the market is more focused on the earnings story than anything else, including bad n ...  Show more

Recommended Episodes

Markets Spin Toward Cyclicals
Thoughts on the Market

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.


----- Transcript -----


Welcome to Thoughts on the Market. I'm Mike Wilson, ...

  Show more

Why emerging markets could keep rallying
The Markets

What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ...  Show more

BMO’s Brian Belski: Why You Should Believe in this Bull Market (Even if No One ELSE Does!)
MoneyShow MoneyMasters Podcast

Yes, you should believe in the bull market...even if no one ELSE does! That’s the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week’s MoneyShow MoneyMasters Podcast. If there’s anyone whose track record speaks for itself, it’s his. ...  Show more

Market Rebounds but Growth Is Uncertain
Thoughts on the Market

Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.


----- Transcript -----


Welcome to Thoughts on the Market. I'm ...

  Show more