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01:21
Horizon Investments’ Ladner: Fed Will Need to Start Cutting Rates Just to Stay Neutral
Scott Ladner, Head of Investment Management at Horizon Investments, shares his outlook for interest rates on Bloomberg TV and when he expects the Fed to start cutting.
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09:26
Why the Amount of Corporate Debt Outstanding Could Be a Problem
Don Burrows, Founder and Managing Partner at Burrows Capital Advisors, explains the recent bear steepening of the yield curve, whether the equity risk premium supports valuations, and how higher interest rates are impacting consumers.
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01:04
Nuveen CIO Disagrees with Markets on Rate Cuts in 2024
Saira Malik, Chief Investment Officer at Nuveen, shares reasons to be optimistic about markets and explains why she doesn’t foresee interest rates coming down in 2024.
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01:25
St. Louis Federal Reserve President Vows Not To Repeat 70’s
They Say history repeats itself, but James Bullard, President of the Federal Reserve Bank of St. Louis said the Federal Reserve is determined not to let that happen. Or at least they want to avoid the inflation and volatility the US experienced in the 70’s.
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01:42
September FOMC Brings Expected Rate Hike And Unexpected Market Slide
While investors and expected and saw the Fed raise interest rates 75bps after the September FOMC meeting, Powell's rhetoric in his speech afterward kicked off a major market sell off.
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07:18
The ETF Show - Strategies for Hedging Inflation
Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation.
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01:17
Fed Runs Off Balance Sheet To Fight Inflation
As part of the Fed's effort to curb inflation through quantitative tightening, the central bank is reducing its balance sheet.
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01:32
Fed Battles Inflation with Another Historic Rate Hike
The Fed is moving expeditiously toward neutral, raising interest rates another 75 basis points and matching June's hike, which was the most in three decades. During his press conference, Fed Chair Jay Powell told journalists that he does not think the U.S. is currently in a recession, but he warned that nothing works in the economy without price stability. Powell said the Fed could do another unusually large rate hike in September, but it all depends on the data.
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05:56
The ETF Show - The Only Free Lunch in Investing
Mark Carver, Managing Director and Global Head of Equity Factor Products at MSCI, analyzes factor performance and the factors that tend to do well during periods of high inflation, rising rates, and volatility. Anthony Caruso, Co-Head of Product Specialists at Dimensional Fund Advisors, also discusses the value premium and global diversification.
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10:50
Looking For A Terminal Rate And A Market Bottom
A discussion on the current market drop and how The Fed can bring up federal funds rates.
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09:41
Q2 2022 Market Outlook with Joe Davis
Stonebriar Wealth Management LLC's President and Wealth Advisor, Joe Davis, CFP®, provides his market outlook heading into the end of the year and offers his insights for the coming year.
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06:21
The ETF Show - Commodities & Core Inflation-Fighting Assets
Inflation has reached the highest levels in four decades, and it could be here to stay, says VanEck Portfolio Manager and Head of Quantitative Investment Solutions David Schassler. He gives an overview of inflation-fighting assets, such as commodities and REITs, and the strategy behind the VanEck Inflation Allocation ETF, RAAX. Franklin Templeton Fixed Income Senior Vice President Ben Barber, CFA® also joins the show to share his outlook for the $4 trillion municipal bond market.
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