Where and Where Not to Nibble in the Markets
Scott Minerd, Chairman of Investments and Global CIO, calls in to Fox Business to discuss where he sees opportunity in a hampered market. Read Global CIO Outlook "The Faustian Bargain"
Anthony Scaramucci: U.S. Headed Toward a Steep Recession
Former White House Communications Director and SkyBridge Capital Founder Anthony Scaramucci weighs in on the market impact of Coronavirus, fiscal stimulus efforts, and the Fed's monetary policy response. He shares why he thinks markets will ultimately go down 45-55% from the peak, adding that a steep recession could be unavoidable. The good news: he thinks we will have a strong recovery when this is over.
The 3-Pronged Approach to Combatting Coronavirus
Invesco Chief Global Market Strategist Kristina Hooper says one of the most asked questions from clients right now is: "What is the appropriate policy response?" She describes a three-pronged approach that includes public health, monetary policy, and fiscal stimulus.
Trump Pushes for Payroll Tax Cut
As the White House weighs fiscal help in the form of a payroll tax cut, President Trump is lashing out against the Fed for its monetary policy. Meanwhile, some people on Wall Street are wondering about the effectiveness of emergency stimulus. As economist Mohamed El-Erian put it on LinkedIn "Yes, they can help household and corporate balance sheets. But, as an example, will you go on a cruise because you are now getting a tax credit and a cheaper loan?"
Biden's Super Tuesday Victories Boost Stocks
Super Tuesday results are giving markets a boost. Stocks turned higher as moderate candidate Joe Biden reemerged as the frontrunner in the Democratic presidential primary. Ed Yardeni, President of Yardeni research tells Asset TV that the market moves we've been seeing suggest "domestic US politics may matter as much as the global health crisis to investors."
Coronavirus: What’s Next for Markets
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV to discuss market and economic implications of the spread of coronavirus. Read Global CIO Outlook: "Peace for Our Time"
Preparing for a Bear Market
Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments, explains why he doesn't think most investors are prepared for a bear market. Our Defined Risk Strategy seeks to prepare your clients for bear markets. Learn more here.
Famous Wall Street Trader Reflects on Worst Week for Stocks Since 2008 Crisis
Quattro Securities Broker Peter Tuchman shares the latest from the floor of the New York Stock Exchange during what's shaping up to be the worst week for stocks since the Financial Crisis. The most-photographed trader on Wall Street has witnessed a lot of historic moments, but he says the fast and furious Coronavirus selling has led to the speediest correction he's ever seen, with stocks tumbling more than 10% from their recent highs.
Macro Themes for 2020
Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape monetary policy and investment performance this year. Read our top 10 macroeconomic themes for 2020.
Stocks Have Worst Day in 2 Years as Coronavirus Spreads
More than 2,000 people in dozens of countries outside of China have been diagnosed with the deadly Coronavirus. This surge in new cases is spreading fears globally and sending stocks tanking more than 3%. As bad as the situation is, it could put stimulus from the Fed back on the table.
Markets Recover from Coronavirus Selloff
Coronavirus fears sparked quite a selloff, but now markets seem to be recovering. The S&P 500 had its best day in a long time closing up 1.5% and the tech-heavy NASDAQ hit a new record high ahead of the State of the Union. Also, according to economic data from ADP and Moody's Analytics, private payrolls rose by 291,000 in January.
U.S.-China Trade Deal: Brief Reprieve or Tough Truce?
U.S. and China signed an initial trade deal that will roll back tariffs and increase purchases of American goods and services. Vested's Chief Economist, Milton Ezrati, examines the global economic outlook for 2020 and considers how monetary policy, politics and the regulations could affect the broader market.