Podcast appearances and mentions of brian levitt

"Liberation Day created a crisis" but Brian Levitt says there's been some incremental improvement since the initial sell-off. He points to the bond market response on April 21st as a "stagflation fears" type of move, but noted the Trump Administration's 90-day tariff pause shortly after. On the consumer side, Brian adds there's concerns about where prices are going and that the market will look for "better news now."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

How should investors be trading these markets? We discuss with JP Morgan Asset Management's Gabriela Santos and Invesco's Brian Levitt. Plus, we drill down on what to watch from Alphabet's results with Laura Martin from Needham and Ayako Yoshioka from Wealth Enhancement Group. And, Vista Equity Partners' Robert Smith weighs in on the AI arms race, trade war and much more. 

Is the bulk of the market damage behind us amid all of the tariff twists and turns? We discuss with Solus' Dan Greenhaus, Robinhood's Stephanie Guild and Invesco's Brian Levitt. Plus, top chip analyst Stacy Rasgon from Bernstein tells us which semi stocks could benefit the most from President Trump's new tariff exceptions. And, JPMorgan's Matt Boss tells us which names he's betting on in the retail space right now. 

Lauren Goodwin hosts Brian Levitt, Global Market Strategist at Invesco, to discuss how market strategists manage challenging economic backdrops. They discuss top client questions they're hearing, and the long-term topics they think impact investors most. Stay tuned for the portfolio pause, where Lauren and Julia address how evolving tariff policy affects the team's macro scenarios and allocation. 

Brian Levitt serves as a Global Market Strategist at Invesco. Brian shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including US trade policy, growth concerns, and the progression of artificial intelligence. We also outline a market outlook and discuss asset allocation considerations. Host: Daniel Cassidy Recorded on 03.20.25.

Brian Levitt reminds viewers that volatility can be to the upside or the downside. He looks at the market overall and flashes back to the first Trump administration's trade war to explain what could be ahead now. “I would be buying on dips,” he adds, and discusses the odds of recession based on the bond market's signals.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

How does the risk-reward equation break down for the final six weeks of the year? New York Life Investments' Lauren Goodwin, Vantage Rock's Avery Sheffield and Invesco's Brian Levitt tell us what they're expecting into year end. Plus, Sung Cho of Goldman Sachs tells us what's at stake when Nvidia reports results this week. And, top retail analyst Matt Boss from JP Morgan breaks down what he is watching from Walmart, Target and Nordstrom's big reports. 

Is the tech trade about to make another major move higher in the weeks ahead? Trivariate's Adam Parker, Sofi's Liz Young Thomas and Invesco's Brian Levitt debate where they stand. Plus, Alger's Dan Chung – a Microsoft and Meta shareholder – tells us what he is expecting from those names when they report after the bell. And, we run through what to watch from Robinhood and Starbucks earnings. 

In this two-part episode of the Horizon Adviser Unleashed Podcast, hosts Ryan and Andrew dive into the intriguing topic, "People Care About Elections. Markets Don't." With insights from a presentation by Brian Levitt, Global Market Strategist at Invesco, they explore how markets respond (or don't) to the political landscape.Andrew kicks things off by discussing the historical context of market performance, explaining why the challenges we face today aren't new. Ryan follows with an analysis of how markets have thrived under various administrations, highlighting that GDP growth often reflects the overall health of the economy, regardless of which party is in power. The hosts examine data across 13 presidencies, revealing that only two stand out as outliers. They delve into the significance of being a "bipartisan" investor and question the notion of the "most important election of our lives" when it comes to market impact. 

Should investors brace for more volatility … or is the worst over? Trivariate's Adam Parker, NB Private Wealth's Shannon Saccocia and Invesco's Brian Levitt break down their forecasts. Plus, venture capitalist Rashaun Williams weighs in on tech valuations following yesterday's big sell off. And, we tell you what is at stake when Airbnb, Instacart and Reddit report in Overtime.  

Will rates or tech decide the fate of the rally? Lauren Goodwin from New York Life and Invesco's Brian Levitt give their predictions. Plus, venture capitalist Rick Heitzmann gives his take on the rally in the tech sector and if it may be running out of steam. And, American Airlines' stock had its worst day in 4 years. We explain why and how it's impacting the rest of that space. 

Brian Levitt, global market strategist at Invesco, says that the years after peak inflation and peak tightening tend to be good for markets, and he expects that to continue with a market and economy that he thinks can avoid big downturns. Levitt says the economy never got the recession many people expected because the economy didn't have a lot of excesses to create bubbles or big issues, but also because trouble came in spots, rolling into one area without taking over the whole landscape. As a result, Levitt's major guideposts for recession haven't been flashing warning signs, though he acknowledges that the next six months will likely rise and fall almost entirely based on the actions of the Federal Reserve and how the market responds to them. Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, says he expects the market to recapture the record highs it was at earlier this year, with a year-end target of 5400 for the Standard & Poor's 500. Plus Ken Laudan, portfolio manager, Buffalo Large Cap Growth Fund discusses innovative, high-quality, durable large-cap growth companies in the Market Call. 

Is today's bounce back for real? Eric Johnston from Cantor Fitzgerald, Courtney Garcia of Payne Capital and Brian Levitt of Invesco give their expert forecasts. Plus, Big Technology's Alex Kantrowitz breaks down the big move in Alphabet post-earnings. And, Julia Boorstin tells us what's behind Snap's surge – and brings us key comments from CEO Evan Spiegel. 

Brian Levitt is a Global Market Strategist at Invesco. Brian shares is economic outlook (including a look at the US inflation picture), reflects on the Q4 reporting season, and outlines his preferences when it comes to asset allocation. We also spend time examining the Fed's course for monetary policy, namely the timing for rate cuts in 2024. Host: Daniel Cassidy

Will the US equity market remain concentrated? Will Red Sea shipping disruptions be inflationary? Are outsized equity returns over for the near term? Brian Levitt tackles the Top 10 market questions he's hearing as 2024 begins. (Invesco Distributors, Inc.)

President Biden and China President Xi Jinping have agreed to re-establish military communications and combat the flow of illegal fentanyl into the U.S. Eurasia Group's Rick Waters explains. Plus, Walmart reports earnings this morning following Target's strong results yesterday. Cadinha & Co.'s Kalei Cadinha-Pua'a's gives her expectations. And, the markets continue to cheer on positive signals around inflation. Van Lanschot Kempen's Anneka Treon and Invesco's Brian Levitt discuss.

Brian Levitt shares his quick answers to frequently asked questions on issues impacting US markets, including government shutdowns, worker strikes, interest rates, and Federal Reserve policy. Recorded Oct. 6, 2023. (Invesco Distributors, Inc.)

Jim Bianco joins Bloomberg to discuss the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown with Jonathan Ferro and Brian Levitt.

Are stocks close to completing a standard seasonal pullback or is there more payback to come as higher rates test the economy's resilience? Greg Branch from Veritas Financial, Hightower's Stephanie Link and Invesco's Brian Levitt debate their forecasts. Plus, BMO's Simeon Siegel breaks down retail's rough week. And, Ed Clissold of Ned Davis Research is flagging some technical turbulence. He explains how he's navigating the uncertainty. 

Averages were down for August. Invesco's Brian Levitt breaks down the month and how the fall is setting up for investors. Earnings from Nutanix, Lululemon, PagerDuty, MongoDB, VMWare, Broadcom and Dell. Susquehanna's Chris Rolland breaks down the results from Broadcom. Nutanix stock shot up after reporting earnings; CEO Rajiv Ramaswami on the company's growing partnerships. Klarna CEO Sebastian Siemiatkowski talks the path to profitability and the state of the consumer.

Stocks started the week on strong footing, with the Dow finishing the day higher by more than 400 points. Adam Crisafulli from Vital Knowledge and Brian Levitt from Invesco break down the action and discuss earnings from Palantir, Chegg, Lucid, and more. Early Palantir employee turned venture capital partner Trae Stephens gives his thoughts on Palantir's results and other opportunities in defense and AI. The CEO of Coreweave talks about what the artificial intelligence boom means for his company. Plus a preview of what to expect from UPS results. 

 Brian Levitt, of Invesco says we're likely to see a pullback in 2024. Carl Weinberg of High Frequency Economics says it's not clear what the Bank of Japan is up to. Wendy Schiller of Brown University says it looks like Donald Trump owns the Republican Party. Doug Kass, Seabreeze Partners President says he's bearish for the remainder of 2023.Zak Brown, CEO of McLaren Racing says it's awesome to see how big Formula 1 has gotten in the United States.  Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

The major averages snapped multi-week winning streaks as stocks fell in Friday trading. JP Morgan's Jack Caffrey and Invesco's Brian Levitt discuss the weakness in the shortened week and the outlook going forward. Disney, Coca-Cola, and Under Armour board member Carolyn Everson, who was previously an executive at Facebook, gives her read on the consumer and post-pandemic spending. CFRA's Sam Stovall gives a key piece of advice for investors in the second half. Plus an under-the-radar sector worth a look, why Virgin Galactic's stock fell to earth, and a big change for Florida real estate.

Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloomberg Intelligence on Nvidia's march toward $1 trillion market value. Greg Valliere, Chief US Policy Strategist at AGF investments says, House Speaker Kevin McCarthy is a "serious player" following the weekend's debt ceiling negotiations. Katy Kaminski, Chief Research Strategist at Alphasimplex says, she's looking for a breakout in US treasury yields. Lee Ferridge, Head of Macro Strategy at State Street, says sterling/US dollar will hit $1.15 by the second half of this year.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Stocks close mostly lower, paring some afternoon gains. The Bahnsen Group's David Bahnsen and Invesco's Brian Levitt break down how earnings have fared so far. Former Uber Chief Business Officer Emil Michael talks possible green shoots for the IPO market, including a potential ARM offering. EQT CEO Toby Rice discusses his company's stock outperformance despite natural gas prices falling. Former Reserve Bank of India Governor Raghuram Rajan on JPMorgan's First Republic acquisition. 

Investors are getting their first real chance to trade on the back of Friday's monthly employment report. Silvercrest Asset Management's Robert Teeter, Wells Fargo's Sarah House, ZipRecruiter's Julia Pollak, and Invesco's Brian Levitt discuss the markets' week ahead. Plus, the U.S. Navy says one of its missile destroyers carried out operations in the South China sea earlier today. China Beige Book International's Shehzad Qazi explains what this means for the global economy. And, gold is holding above the $2,000 an ounce mark, though it's slipping on expectations of another rate hike by the Fed next month. MKS Pamp's Nicky Shiels breaks down the latest.

Brian Levitt, global market strategist at Invesco, says the current troubles with the banking industry and the market's struggles with inflation are  setting the stage for a new cycle, noting that if inflation comes down and the Fed backs away from its stance it typically will improve conditions for investors. Levitt notes that investors are wondering whether the current situation looks like the 1990s -- when a downturn represented a great opportunity -- or like the 2008 financial crisis, where recovery took much longer, noting that he doesn't see conditions looking like they will result in the protracted, painful downturn. Also on the show, Tom Lydon, vice chairman at VettaFi, plays the uptrend in cryptocurrency with his pick for the ETF of the Week, and Nancy Tengler, chief investment strategist at Laffer Tengler Wealth Management, talks about finding growth at a reasonable price -- and what constitutes 'reasonable' -- in the Money Life Market Call.www.invesco.com/us

Averages shook off early losses and fears around Deutsche Bank to end the session, and the week, higher. Invesco's Brian Levitt and Commonwealth's Brad McMillan break down the market action and give their playbook. Former TD Ameritrade CEO Fredric Tomczyk talks the banking turmoil of the past few weeks. Former Bridgewater Investment Committee member and Unlimited founder Bob Elliott takes a step back to assess the macro picture and how investors should be thinking about the recent market moves. Meanwhile, gold has notched four straight weeks of gains and VanEck Assocaites CEO Jan Van Eck on where the money is flowing in this market. Morgan Brennan discusses the under-the-radar developments in the space sector from the past week. Plus, our Steve Liesman reports on the Treasury Department's meeting of top financial regulators and the latest bank balance sheet data from the Fed. 

The Federal Reserve's meeting next week will be closely watched in light of recent bank failures in the United States, as the central bank is still trying to get a handle on persistent inflation.美国最近几家银行相继倒闭，下周的美联储会议将受到密切关注。美联储仍在努力控制持续的通货膨胀。A day after a handful of US agencies announced that all depositors at two failed banks would be made whole, investors took it out on the stock prices of regional banks on Monday, led by sharp losses in First Republic Bank.几家美国机构宣布两家破产银行的所有储户将获得全额补偿，在此消息宣布的一天后的3月13日，投资者将目光转向了地区性银行的股价，第一共和国银行股价大跌。News of fresh financing on Sunday failed to assuage fears of possible bank contagion following the collapse of SVB Financial Group, the parent of Silicon Valley Bank, and Signature Bank in New York.在硅谷银行的母公司SVB金融集团和纽约Signature银行倒闭后，3月12日有关新融资的消息并未能缓解人们对银行危机可能蔓延的担忧。Asian shares declined on Tuesday, with heavy selling of bank shares in Tokyo and some other markets, as investors around the world watched to see what's next following the second- and third-largest bank failures in US history, The Associated Press commented.3月14日，据美联社评论，亚洲股市下跌，东京和其他一些市场的银行股遭到大量抛售，全球投资者都在关注美国历史上第二和第三大银行倒闭后的动向。"US financial stress could lead banks of all stripes to retrench lending to the real economy and tighten broader financial conditions, amplifying risk to the broader markets," Stephen Innes, managing partner at SPI Asset Management, said in a report.SPI资产管理公司管理合伙人斯蒂芬·英尼斯(Stephen Innes)在一份报告中表示:“美国的金融压力可能导致各类银行缩减对实体经济的贷款，收紧整体金融环境，放大更广泛市场的风险。”While markets have started to price in a strong likelihood that the Fed will ease up on its interest rate increases to take pressure off the banking sector, evidence that inflation remains hot could once again lift uncertainty over the central bank's next move.尽管市场有可能开始消化美联储将放松加息以减轻银行业压力，但通胀依然居高不下的现实，表示可能再次增加美联储下一步行动的不确定性。Investors are worried that a relentless rise in interest rates meant to get inflation under control is approaching a tipping point and may be cracking the banking system.投资者担心，为控制通胀而不断加息的政策正接近一个临界点，很可能会破坏银行体系。The Fed is "between a rock and a hard place", said Hans Olsen, chief investment officer at Fiduciary Trust, a wealth management company. "The rock is they have to deal with inflation, and the hard place is they have this banking panic, like a fever that is running through the markets right now."财富管理公司Fiduciary Trust首席投资官汉斯·奥尔森(Hans Olsen)表示，美联储“进退两难”。最困难的地方是他们必须应对通货膨胀，以及他们的银行业恐慌，就像发烧一样，现在正在整个市场蔓延。”Adding to the Fed's dilemma is the Consumer Price Index report for February, which was expected to be released on Tuesday. Expectations are that prices will be up 6 percent over February 2022.令美联储更加进退两难的是，预计将于3月14日发布的2月份消费者价格指数(cpi)报告，预计到2022年2月，价格将上涨6%。"I honestly think that (Tuesday's CPI data) is more important than even the FOMC (Federal Open Market Committee) meeting," Mike Fratantoni, the Mortgage Bankers Association's chief economist, told Barron's magazine.抵押贷款银行家协会首席经济学家Mike Fratantoni对Barron's杂志表示。‘说实话，我认为(3月14日的CPI数据)甚至比联邦公开市场委员会(FOMC)会议更重要，'Liquidity Crisis流动性危机But Professor Raymond Hill, senior lecturer of finance at the Goizueta Business School of Emory University in Atlanta, told China Daily: "This seems to be a liquidity crisis for the banks involved, not a crisis of solvency (as in 2008), so I don't believe there will be a banking crisis to deter the Fed from focusing on inflation at its next meeting (March 21-22).但亚特兰大埃默里大学戈伊苏塔商学院金融学高级讲师雷蒙德·希尔教授在接受中国日报采访时表示:“对于相关银行来说，这似乎是一场流动性危机，而不是像2008年那样的偿付能力危机，因此我不认为银行业危机会阻止美联储在下次会议(3月21日至22日)关注通胀问题。”"SVB's financial situation deteriorated because they had to pay higher interest rates on deposits but were locked into low rates on longer-term investments," he said.他表示:“SVB的财务状况恶化，是因为他们不得不支付更高的存款利率，但长期投资的利率却很低。”"Signature Bank and SVB apparently had a large proportion of their deposits in excess of $250,000, so those large depositors headed for the exits at the first hint of trouble. This precipitated a liquidity crisis."“Signature银行和SVB的存款显然有很大一部分超过25万美元，因此一旦出现麻烦的迹象，这些大储户就会撤离，从而引发流动性危机。”US President Joe Biden vowed on Monday to do whatever was needed to address a potential banking crisis.3月13日，美国总统乔·拜登承诺将采取一切必要措施应对潜在的银行业危机。But news of the banking industry's woes prompted some sharp commentary on social media.但有关银行业困境的消息在社交媒体上引发了一些尖锐的评论。Entrepreneur Patrick Bet-David told his 410,000 followers on Twitter: "FDIC (Federal Deposit Insurance Corporation) only has $125 billion securing $9.9 trillion. That's only 1.26%! FDIC may be able to protect the depositors at SVB, but it won't be able to do if it happens to a few other banks."企业家帕特里克·贝特-大卫在推特上告诉他的41万名粉丝:“FDIC(联邦存款保险公司)只有1250亿美元，可以保护9.9万亿美元。只有1.26%!FDIC或许能够保护SVB的储户，但如果这种情况发生在其他几家银行身上，它就无法做到了。”Financial analyst Genevieve Roch-Decter told her 355,000 followers on Twitter: "The Fed and the FDIC have signaled that they'll backstop basically every bank's deposits. Does this incentivize banks to take even greater risks with our deposits?"金融分析师吉纳维芙·罗奇-德克特在推特上告诉她的35.5万名粉丝:“美联储和联邦存款保险公司已经发出信号，他们将基本上为每家银行的存款提供担保。可是这是否会鼓励银行用我们的存款承担更大的风险?”The heaviest pressure is on the regional banks a couple of steps below in size of the massive, "too-big-to-fail" banks that foundered in 2007 and 2008, The Associated Press reported.美联社报道称，压力最大的是地区性银行，它们的规模比那些在2007年和2008年倒闭的“大到不能倒”的大型银行还低几个档次。Shares of First Republic Bank fell 61.8 percent, even after the bank said on Sunday it had strengthened its finances with cash from the Federal Reserve and JPMorgan Chase.3月12日第一共和国银行表示，已从美联储和摩根大通获得现金，加强了财务状况，然而该银行股价仍然下跌61.8%。Brian Levitt, global market strategist at Invesco, said the market is focusing on smaller banks with specialty lending businesses. After Silicon Valley Bank, investors have turned their attention to the next bank exposed to interest rates and specific credit risks.景顺(Invesco)全球市场策略师莱维特(Brian Levitt)说，市场关注的是拥有专业贷款业务的小型银行。继硅谷银行之后，投资者已将注意力转向下一家面临利率和特定信贷风险的银行。"First Republic Bank, which has significant exposure to the coastal real estate markets, appears to be next on the list," he said.他表示:“第一人民银行在沿海房地产市场有大量敞口，似乎是下一个目标。”Liquidity英 [lɪˈkwɪdəti] 美 [lɪˈkwɪdəti]n. 流动性Entrepreneur英 [ˌɒntrəprəˈnɜː(r)] 美 [ˌɑːntrəprəˈnɜːr]n. 企业家

On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we hit the Fed's terminal rate, the debt ceiling, the 60/40 portfolio, and got into alternatives. It's a great listen to set you up for 2023.

Brian Levitt, global market strategist at Invesco, says that he expects 2023 to be when inflation and interest rates start coming down, which will not be comfortable to digest but he says he expects the stock market to get through it and finish the year higher, overcoming a brief mid-year recession -- and possibly giving up some late 2022 gains as a volatile market bottoms out -- to register a 'better than sub-par year.' Also on the show, Joe Wiggins, author of  'The Intelligent Fund Investor: Practical Steps for Better Results in Active and Passive Funds' and, in the Market Call, Noland Langford of Left Brain Wealth Management talks about where he is finding growth and how corporate bonds have a chance to replace fast-growing companies as a safer, more reasonable way to navigate current market conditions, at least until the market can navigate the current rate and inflation environment.

The dynamics in the markets point to a tightening cycle that is coming to an end, says Brian Levitt. He discusses how retailers appear to be discounting to incentivize shoppers over the holiday season. He notes to be mindful that leading indicators are below the trend and falling. He also talks about how typically in contraction, the Fed begins its easing policy. He the monitors the state of inflation in the U.S. He then goes over portfolio allocation in the current market environment. Tune in to find out more about the stock market today.

Invesco Global Market Strategist, Brian Levitt, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series Brian Levitt is responsible for the development and communication of the firm's investment outlooks and insights. He is also the co-host of Invesco's “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. He has also been quoted in the press, including Barron's, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

Earnings kick off today with JPMorgan Chase and Morgan Stanley stepping up to the plate first. Ken Leon of CFRA gives insight on what Wall Street is expecting. Plus, President Biden is continuing his Middle East trip as he meets with Israel's prime minister this morning. Jimmy Pethokoukis of the American Enterprise Institute discusses the meeting's implications on high gas prices at home. And, the inversion of the 2 Year/10 Year spread could be a huge recession signal for investors. Brian Levitt of Invesco and Sylvia Jablonski of Defiance ETFs break down what this could mean for the overall markets.

Brian Levitt, global market strategist for Invesco says that there is some good news in the market -- with signs that the bond market is expecting inflation to slow and ease and other indicators showing promise -- but everyone should be watching the impact of Federal Reserve interest-rate hikes to see how long the current doldrums drag on. Levitt noted that less than 25 percent of companies on the New York Stock Exchange are trading above their 200-day moving average, and that the market typically bottoms out when that number reaches 15 percent, but he noted that commodity prices, interest rates and inflation all must moderate before the market gets to a more solid footing. Also on the show, Professor Pelin Pekgun from the Darla Moore School of Business at the University of South Carolina discusses inflation and how supply chain issues typically get resolved so that an economy can break the cycle of rising prices and shortages to return to normal, Ted Rossman of Bankrate.com discusses the record levels of household debt -- but a surprising drop in credit-card debt -- reported Tuesday by the Federal Reserve Bank of New York, and Andy Behar of As You Sow discusses the group's research showing that many social investment funds aren't practicing what their name says they should preach, holding stocks that don't belong in a fund built around current governance standards.

It's a big day for high-interest earnings reports, and at the top of the stack is Peloton. But compared to the start of the pandemic, when sales were booming, by how much has demand for connected fitness equipment slowed? Daniel Adam of Loop Capital Markets joins us to discuss why Peloton is still a valuable stock worth substantially more than its current market value. Plus, with global port congestion worsening, and supply chain issues escalating, is there a solution in sight? Michael Tran of RBC Capital Markets gives us his insights on digital intelligence strategies. And, inflation concerns are taking over the market, as NASDAQ is on track for its sixth worst year ever and S&P is down 16% from its all-time high. Chris Murphy of Susquehanna Financial Group and Brian Levitt of Invesco give us their thoughts on which areas of the market may still be worth investing in.

The Federal Reserve's hawkish turn has sparked a tumultuous time for stocks. Are we witnessing a traditional tightening cycle, as we've seen in years past? Or is this time different? Brian Levitt talks about what's keeping him up at night and where he's seeing some good news. [Invesco Distributors, Inc.]From: InvescoHost: Jodi PhillipsGuest: Brian Levitt

Two very different interviews come to the same kind of conclusion on today's show, with Brian Levitt, global market strategist at Invesco, noting that inflation and other concerns aren't hurting corporate profits, and those strong profits are helping to improve valuations, setting up the market's next solid move upward, and Avi Gilburt of the Elliott Wave Trader saying he expects the Standard and Poor's 500 to move to nearly 5,000 before a pullback that sets up a big move that should get the index to the 6,000 range by the beginning of 2023. Also on the show, Greg McBride of BanRate.com talks about some good news -- mixed in with the usual bad -- in the site's annual survey on banking fees, ATM expenses, overdraft charges and more, and Gabriela Herculano, chief executive officer at iClima Earth, discusses emissions-free ESG investing in the Market Call. 

Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economist, Fed is concerned with maximum extent of employment. Brian Levitt, Invesco Global Market Strategist, says the U.S. wll stabilize to a more modest growth rate. Claudia Sahm, Jain Family Institute Senior Fellow, says we do not have the headwinds to keep wage gains going. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economist, Fed is concerned with maximum extent of employment. Brian Levitt, Invesco Global Market Strategist, says the U.S. wll stabilize to a more modest growth rate. Claudia Sahm, Jain Family Institute Senior Fellow, says we do not have the headwinds to keep wage gains going. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jan Hatzius, Goldman Sachs Chief Economist, expects economic growth to be substantially slower in 2022. William Pomeranz, Kennan Institute Deputy Director, says Russia's President Vladimir Putin is not interested in joining the global order. Brian Levitt, Invesco Global Market Strategist, says the economy is moving from a recovery to an expansion phase. Shaun Donovan, New York City Mayoral Election Candidate, says the new ranked voting system has helped shift discussion from politics to plans. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jan Hatzius, Goldman Sachs Chief Economist, expects economic growth to be substantially slower in 2022. William Pomeranz, Kennan Institute Deputy Director, says Russia's President Vladimir Putin is not interested in joining the global order. Brian Levitt, Invesco Global Market Strategist, says the economy is moving from a recovery to an expansion phase. Shaun Donovan, New York City Mayoral Election Candidate, says the new ranked voting system has helped shift discussion from politics to plans.

Ian Bremmer, Eurasia Group and GZero Media President, says there is agreement across the U.S. political spectrum that China is the most the most critical adversary of the United States. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean and Co-Director of the Center for Vaccine Development at Texas Children's Hospital, says the vaccine rollout in Europe has been abysmal. Helane Becker, Cowen Managing Director & Senior Analyst for Equity Research, says airlines are now in control of their own destinies. Brian Levitt, Invesco Global Market Strategist, expects inflation pressures to fade. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ian Bremmer, Eurasia Group and GZero Media President, says there is agreement across the U.S. political spectrum that China is the most the most critical adversary of the United States. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean and Co-Director of the Center for Vaccine Development at Texas Children's Hospital, says the vaccine rollout in Europe has been abysmal. Helane Becker, Cowen Managing Director & Senior Analyst for Equity Research, says airlines are now in control of their own destinies. Brian Levitt, Invesco Global Market Strategist, expects inflation pressures to fade.

Abigail Wozniak, Federal Reserve Bank of Minneapolis Opportunity & Inclusive Growth Institute Director & Senior Research Economist, says it is imperative for small and medium-sized businesses to receive continual support. Brian Levitt, Invesco Global Market Strategist, says a protracted U-shaped recovery could be sufficient for the equity market. Wolfgang Munchau, Eurointelligence Director, says it would be reckless to think that the proposed EU virus stimulus is the beginning of the end of the European debt crisis. Mike Mayo, Wells Fargo Securities Senior Bank Analyst, gives the banks a B+ for the second quarter. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Abigail Wozniak, Federal Reserve Bank of Minneapolis Opportunity & Inclusive Growth Institute Director & Senior Research Economist, says it is imperative for small and medium-sized businesses to receive continual support. Brian Levitt, Invesco Global Market Strategist, says a protracted U-shaped recovery could be sufficient for the equity market. Wolfgang Munchau, Eurointelligence Director, says it would be reckless to think that the proposed EU virus stimulus is the beginning of the end of the European debt crisis. Mike Mayo, Wells Fargo Securities Senior Bank Analyst, gives the banks a B+ for the second quarter.

Brian Levitt, global market strategist for Invesco, says he expects a rally in small-caps and value stocks as the new economic cycle starts, but he believes those sectors will receive as new growth takes over. Long-term, he believes it will be the solid growth companies -- the ones that have real solutions and that can bring that ingenuity to the market -- that will lead the way forward to a recovery. Also on the show, author Philip Coggan talks about globalization and the development of the worldwide economy, Sarah Berger of MagnifyMoney.com discusses a survey showing on how confused Americans are around fees on their financial accounts, and Chuck answers audience questions about credit reports.

Brian Levitt, Invesco Global Market Strategist, says we are returning to an environment of more stable growth. Stephen Sadove, Senior Adviser for Mastercard and former Saks CEO, thinks LVMH buying Tiffany & Co. is a win-win. Sarah House, Wells Fargo Securities Senior Economist, foresees one more rate cut in their forecast. Adm. James Stavridis, Former NATO Supreme Allied Commander & Bloomberg Opinion Columnist, discusses President Trump's recent decisions regarding the Navy SEALs. And Geetha Ranganathan, Bloomberg Intelligence U.S. Media Analyst, says Disney's performance this year has been phenomenal. ------ Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, Invesco Global Market Strategist, says we are returning to an environment of more stable growth. Stephen Sadove, Senior Adviser for Mastercard and former Saks CEO, thinks LVMH buying Tiffany & Co. is a win-win. Sarah House, Wells Fargo Securities Senior Economist, foresees one more rate cut in their forecast. Adm. James Stavridis, Former NATO Supreme Allied Commander & Bloomberg Opinion Columnist, discusses President Trump's recent decisions regarding the Navy SEALs. And Geetha Ranganathan, Bloomberg Intelligence U.S. Media Analyst, says Disney's performance this year has been phenomenal. ------

Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the Brexit "purgatory" is suiting no one. Brett Bruen, Global Situation Room Director and Former Global Engagement Director in the Obama White House, says President Trump's decision to pull out of the Iran Nuclear Deal makes a deal with North Korea much less likely. Nela Richardson, Edward Jones Investment Strategist, says earnings growth will continue to slow but still sees "bright lights" when it comes to the consumer. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the Brexit "purgatory" is suiting no one. Brett Bruen, Global Situation Room Director and Former Global Engagement Director in the Obama White House, says President Trump's decision to pull out of the Iran Nuclear Deal makes a deal with North Korea much less likely. Nela Richardson, Edward Jones Investment Strategist, says earnings growth will continue to slow but still sees "bright lights" when it comes to the consumer.

Brian Levitt, global market strategist for Invesco, said that investors need to overcome their fears to stay invested as the market continues to climb the proverbial wall of worry to new heights. Levitt noted the cycles 'end the same way, with the federal Reserve killing them with interest rate hikes.' With the Fed about to cut rates, Levitt noted that the current cycle could go on 'a lot longer than people expect.' Also on the show, Sara Rutledge of the National Association for Business Economics discusses her group's quarterly survey - released this morning - while Sam McBride puts a popular stock in the 'Danger Zone' and Richard Peterson of MarketPsych Data discusses how investors are feeling and thinking in current market conditions.

On the first day of interviews from the Morningstar Investment Conference, Chuck covered a wide range of subjects with five different experts, highlighted by Brian Levitt of OppenheimerFunds, who was bullish on the domestic and emerging markets, but realistic about the upcoming election year posing potential problems. Still, he noted that investors should not be swayed by election-related news, as 'Hating the government is not an investment strategy.' Also on the show, Tom Lydon of ETFTrends doing a live variation on his ETF of the Week, Mary Ellen Stanek of Baird Funds, Rich Woodworth of PGIM Investments, and Kristen Mierzwa of FTSERussell.

Raghuram Rajan, Former RBI Governor and University of Chicago Booth School of Business, says the college admissions scandal is a "blow to the system". Brian Levitt, OppenheimerFunds Senior Investment Strategist, says he is starting to see stabilization in Chinese growth. Krishna Memani, OppenheimerFunds CIO, says EM investing is about companies rather than geographies. Laura Francis, Bloomberg Law Senior Legal Editor, says it's highly unlikely that the budget bill passes Congress. Christina Boris, OppenheimerFunds Client Research Head, says most of their clients are focused on long term investment.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Raghuram Rajan, Former RBI Governor and University of Chicago Booth School of Business, says the college admissions scandal is a "blow to the system". Brian Levitt, OppenheimerFunds Senior Investment Strategist, says he is starting to see stabilization in Chinese growth. Krishna Memani, OppenheimerFunds CIO, says EM investing is about companies rather than geographies. Laura Francis, Bloomberg Law Senior Legal Editor, says it's highly unlikely that the budget bill passes Congress. Christina Boris, OppenheimerFunds Client Research Head, says most of their clients are focused on long term investment. 

Sonali Basak, Bloomberg Investment Banking Reporter, joins us to break JPMorgan's earnings. Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says the U.S. is slowing back to trend. Ken Leon, CFRA Global Director of Research, says to be cautious on banks. Victoria Hewson, Institute of Economic Affairs' International Trade & Competition Unit Senior Counsel, discusses trade scenarios under Brexit. John B. Taylor, Stanford University Professor of Economics, does not think the government shutdown will impact the economy.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Sonali Basak, Bloomberg Investment Banking Reporter, joins us to break JPMorgan's earnings. Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says the U.S. is slowing back to trend. Ken Leon, CFRA Global Director of Research, says to be cautious on banks. Victoria Hewson, Institute of Economic Affairs' International Trade & Competition Unit Senior Counsel, discusses trade scenarios under Brexit. John B. Taylor, Stanford University Professor of Economics, does not think the government shutdown will impact the economy. 

Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says the Phillips curve is as flat as the table he is sitting at. Laurence Boone, OECD Chief Economist, highlights the need to fix trade issues. Mike Feroli, JPMorgan Chief Economist, thinks the Fed will continue to hike every quarter next year. Brian Kelly, The Points Guy, says the credit card market is living the biggest boom we have ever seen.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says the Phillips curve is as flat as the table he is sitting at. Laurence Boone, OECD Chief Economist, highlights the need to fix trade issues. Mike Feroli, JPMorgan Chief Economist, thinks the Fed will continue to hike every quarter next year. Brian Kelly, The Points Guy, says the credit card market is living the biggest boom we have ever seen. 

Brian Levitt, OppenheimerFunds Senior Market Strategist, favors investment in technology. Rufus Xerxa, National Foreign Trade Council President, says breaking international trade rules undermines the competitiveness and cost structure of companies. Bogolo Kenewendo, Republic of Botswana Minister of Investment, Trade, and Industry, plans for Botswana to go from a middle-income to a high-income country by 2036. Greg Stohr, Bloomberg News Supreme Court Reporter, discusses where the confirmation for Brett Kavanaugh stands.   Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, OppenheimerFunds Senior Market Strategist, favors investment in technology. Rufus Xerxa, National Foreign Trade Council President, says breaking international trade rules undermines the competitiveness and cost structure of companies. Bogolo Kenewendo, Republic of Botswana Minister of Investment, Trade, and Industry, plans for Botswana to go from a middle-income to a high-income country by 2036. Greg Stohr, Bloomberg News Supreme Court Reporter, discusses where the confirmation for Brett Kavanaugh stands.  

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says a trade war could lead to a stronger dollar. Elizabeth Economy, CFR Senior Fellow & Author of "The Third Revolution", says tariffs are good for shock value but past that, they don't do much. And Bloomberg's Senior Executive Editor for Economics Stephanie Flanders hosts a panel of central bankers in Sintra, Portugal. We hear from ECB President Mario Draghi and Fed Chairman Jerome Powell. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says a trade war could lead to a stronger dollar. Elizabeth Economy, CFR Senior Fellow & Author of "The Third Revolution", says tariffs are good for shock value but past that, they don't do much. And Bloomberg's Senior Executive Editor for Economics Stephanie Flanders hosts a panel of central bankers in Sintra, Portugal. We hear from ECB President Mario Draghi and Fed Chairman Jerome Powell.

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says over time, we are likely to be in a stable or weaker dollar environment. Priya Misra, TD Securities Head of Global Rates Strategy, says the strategist in her is worried about how financial conditions will tighten. Walter Piecyk, BTIG Analyst, says consumers are very loyal to Apple's brand. Christyan Malek, JPMorgan Head of the EMEA Oil & Gas Equity Research, sees a new BP in their 1Q earnings.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says over time, we are likely to be in a stable or weaker dollar environment. Priya Misra, TD Securities Head of Global Rates Strategy, says the strategist in her is worried about how financial conditions will tighten. Walter Piecyk, BTIG Analyst, says consumers are very loyal to Apple's brand. Christyan Malek, JPMorgan Head of the EMEA Oil & Gas Equity Research, sees a new BP in their 1Q earnings. 

Bloomberg's Lisa Abramowicz is in for Tom Keene while he's off shopping for bow ties. Richard Windsor, Radio Free Mobile Founder, says contrary to the consumer's general impression, the likes of Facebook and Google are not and have never been free. Brian Levitt, OppenheimerFunds Senior Investment Strategist, continues to believe that equities are the asset class of choice. Diana Choyleva, Enodo Economics Chief Economist, says trade wars are one of the key risks for financial markets this year. James Cakmak, Monness Crespi Hardt & Co. Equity Analyst, says in the short term, Facebook will be in choppy waters. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg's Lisa Abramowicz is in for Tom Keene while he's off shopping for bow ties. Richard Windsor, Radio Free Mobile Founder, says contrary to the consumer's general impression, the likes of Facebook and Google are not and have never been free. Brian Levitt, OppenheimerFunds Senior Investment Strategist, continues to believe that equities are the asset class of choice. Diana Choyleva, Enodo Economics Chief Economist, says trade wars are one of the key risks for financial markets this year. James Cakmak, Monness Crespi Hardt & Co. Equity Analyst, says in the short term, Facebook will be in choppy waters.

Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes this year. Margaret Talev, Bloomberg Senior White House Correspondent, updates us on the gun control debate in Washington. Craig Moffett, MoffettNathanson Founding Partner & Senior Research Analyst, reviews Comcast's bid to buy British TV giant Sky for $31 billion. Steve Tsang, SOAS China Institute Director, says we overestimate Xi Jinping if we compare him to totalitarianism.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes this year. Margaret Talev, Bloomberg Senior White House Correspondent, updates us on the gun control debate in Washington. Craig Moffett, MoffettNathanson Founding Partner & Senior Research Analyst, reviews Comcast's bid to buy British TV giant Sky for $31 billion. Steve Tsang, SOAS China Institute Director, says we overestimate Xi Jinping if we compare him to totalitarianism. 

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says they're seeing a very nice investing backdrop in emerging markets. Philip Verleger, PK Verlerger President, says the recent events in Saudi Arabia are what are going to impact oil prices. Sony Kapoor, Managing Director, Re-Define, says businesses in the U.K. can no longer sit on their hands and wait to do their contingency planning for Brexit. Julian Mark Kheel, The Points Guy Senior Analyst, says U.S. Airlines have an eye on Ryanair because they'll have to compete with or match their ticket prices. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says they're seeing a very nice investing backdrop in emerging markets. Philip Verleger, PK Verlerger President, says the recent events in Saudi Arabia are what are going to impact oil prices. Sony Kapoor, Managing Director, Re-Define, says businesses in the U.K. can no longer sit on their hands and wait to do their contingency planning for Brexit. Julian Mark Kheel, The Points Guy Senior Analyst, says U.S. Airlines have an eye on Ryanair because they'll have to compete with or match their ticket prices.

Former EPA administrator Christine Todd Whitman says dropping out of the accord could undercut America's position in the world. Prior to that, Brian Levitt, OppenheimerFunds' senior investment strategist, says stocks are still cheap. Andrew Balls, PIMCO's CIO of global fixed income, says higher rates will come in the U.K. Finally, Steven Cohen, executive director of Columbia University's Earth Institute, says greenhouse gasses will decline no matter what Trump decides on the Paris Agreement. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Former EPA administrator Christine Todd Whitman says dropping out of the accord could undercut America's position in the world. Prior to that, Brian Levitt, OppenheimerFunds' senior investment strategist, says stocks are still cheap. Andrew Balls, PIMCO's CIO of global fixed income, says higher rates will come in the U.K. Finally, Steven Cohen, executive director of Columbia University's Earth Institute, says greenhouse gasses will decline no matter what Trump decides on the Paris Agreement.

Brian Levitt, a senior strategist at OppenheimerFunds, says there's going to be a pause in markets as we deal with the reality of politics. Peter Tague, Citigroup's co-head of global M&A, says it's tougher for private equity to make money now. Finally, UBS Securities' Julian Emanuel says a lot of pockets in the market are at historically high valuations. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, a senior strategist at OppenheimerFunds, says there's going to be a pause in markets as we deal with the reality of politics. Peter Tague, Citigroup's co-head of global M&A, says it's tougher for private equity to make money now. Finally, UBS Securities' Julian Emanuel says a lot of pockets in the market are at historically high valuations.

Former Richmond Fed President Al Broaddus says there are several pieces of legislation in Congress that would impinge on the Fed's independence. Prior to that, Brian Levitt, Oppenheimer Funds' senior investment strategist, says investors have fought kicking and screaming for the entire bull market. Craig Moffett, MoffettNathanson's senior research analyst, says the big three mobile carriers aren't a "triopoly." Finally, Jordan Rochester, a strategist at Nomura Forex, says he's short USD-JPY and sees a weaker dollar compared to the yen. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Former Richmond Fed President Al Broaddus says there are several pieces of legislation in Congress that would impinge on the Fed's independence. Prior to that, Brian Levitt, Oppenheimer Funds' senior investment strategist, says investors have fought kicking and screaming for the entire bull market. Craig Moffett, MoffettNathanson's senior research analyst, says the big three mobile carriers aren't a "triopoly." Finally, Jordan Rochester, a strategist at Nomura Forex, says he's short USD-JPY and sees a weaker dollar compared to the yen.

Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Italian banks are in trouble, no matter the outcome of the Italian referendum. Finally, Ira Jersey, a fixed-income strategist at OppenheimerFunds, says we'll see an uptick in yields for a few years and his colleague, Brian Levitt, says markets are starting to price in optimism. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Italian banks are in trouble, no matter the outcome of the Italian referendum. Finally, Ira Jersey, a fixed-income strategist at OppenheimerFunds, says we'll see an uptick in yields for a few years and his colleague, Brian Levitt, says markets are starting to price in optimism.

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss profit margins with OppenheimerFunds' Brian Levitt; the Fed with Bank of America Merrill Lynch's Michelle Meyer; election polls with Gallup's Frank Newport; and fed rates with MKM Holding's Michael Darda. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com