Market Reacts To First Fed Day Of 2023
The fed announced a 25bps rate hike after its first FOMC meeting of 2023, bringing the new benchmark rate range to 4.50% and 4.75%, the highest level since October 2007. Peter Tuchman, aka “the Einstein of Wall Street” aka “the most photographed man on Wall Street”, shares his thoughts on how the news was received on the Floor.
US 4Q22 GDP Beat Expectations
The US Department of Commerce’s Bureau of Economic Analysis published that the annualized GDP growth rate for the fourth quarter of 2022 was 2.9%, lifted by consumer and federal and state government spending.
Oaktree's Howard Marks on Markets, Fed Rates, Inflation
Howard Marks, Oaktree Capital Management Co-Chairman, explains why he thinks financial markets may be in the middle of the third sea change of the last 50 years. Marks also discusses Federal Reserve monetary policy and current inflation levels.
Earnings, Outperforming Global Equities, and Employment
Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange**, discusses Q1 2023 earnings, U.S. equity performance compared to global equities, and what the latest in employment news will mean for the Fed.
Earnings Season: Week 1 of Q1 2023
Tim Anderson, Managing Director at TJM Investments, shares updates from week one of earnings season, thoughts on bullish European equity markets, and why the US debt ceiling doesn't matter to markets.
Where Will The Fed Go In 2023?
Jonathan Corpina, Senior Managing Partner, Meridian Equity Partners discusses where the Fed might take interest rates in 2023, the sliding value of the dollar, and earnings season as analysts contemplate earnings compression.
Outlook As Markets Open In 2023
Tim Anderson, Managing Director at TJM Investments, discusses how investors are feeling ahead of the first opening bell of 2023.
Market Reacts To Final Rate Hike Of 2022
Michael Reinking, CFA, Sr. Market Strategist for the New York Stock Exchange discusses the market’s reaction to the seventh and final rate hike of 2022, how things might look in 2023, and what might signs might signal a market bottom.
Fed’s Final Rate Hike In 2022
After the final Federal Open Markets Committee of 2022, the federal reserve announced its seventh and final rate hike of the year, raising rates by 50bps, — bringing its target rate range to 4.25% and 4.5% the highest level in 15 years. Markets had an unexpected reaction.
BlackRock Staying Away From Sovereign Securities
Increasing inflation and government debt levels are changing the risk profile of sovereign securities such that BlackRock no longer sees long-term government debt to be the portfolio diversifier it once was. Avoiding long-term government securities is one of the money manager’s top convictions going into 2023.
Lessons Learned In 2022 And Looking Forward To 2023
Brian H. Vendig, President of MJP Wealth Advisors, shares lessons that can be taken from 2022, how investors have a changed their allocations, and what’s top of mind for clients heading into 2023.
Markets Need Time To Find Direction
Jonathan Corpina, Senior Managing Partner, Meridian Equity Partners shares his views on what to look forward to in the last six weeks of 2022.