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7 episodes with michael purves
7 episodes with michael purves
4 episodes with michael purves
Michael Purves says the market's V-shaped recovery off April lows "confounded" him. Even though the SPX is inching back toward its all-time high, he sees the index just as easily falling back below 5,000 if earnings growth doesn't meet Wall Street estimates. That said, Michael expects that dip to be a buying opportunity. He also analyzes moves in treasuries and the U.S. dollar and why their correlation isn't binary like many investors believe.======== 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
Michael Purves thinks we can see an earnings squeeze but avoid a recession. He sees a “very good buying opportunity” at $4K on the SPX. However, he's “lightening up” during rallies, looking at T-bills and gold for defense. He's also looking to Europe, particularly industrials. “I don't think we've really felt market pain yet, but it's coming,” he concludes.======== 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
Michael Purves puts this week's sell-off into perspective: “you're due for some level of consolidation and adjustment” after the strong run of the last two years. “There's a lot of mental adjustment people have to do,” after these tariff announcements, he adds, and doesn't expect a bull run to pick up for a “long time.”======== 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
Michael Purves calls recent market selling and consolidation "overdue." He believes a lot of expectations on Trump policy were priced into the market that needed correction. One concern he has moving forward is companies turning "conservative" on future projects that can slow job and earnings growth. Michael later discusses why he leans bearish on Bitcoin.======== 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
Michael Purves brings charts to show how people and businesses think about the economy. He says the economy and jobs market remain strong, and he doesn't expect a collapse in either. “The stability in job growth is actually really remarkable.” He also compares how people feel about the economy based on their political affiliations, but says sentiment is “vulnerable” if things don't shake out how people expect.======== 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
Michael Purves says the markets aren't showing their usual strength shown at the end of the year. The reason behind the Santa Claus rally delay is due to rich valuations, according to Michael. He says equities need time to adjust to the higher ratios while tackling a "twitchy" bond market. He believes Big Tech will be less sensitive to economic and political shifts in 2025. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julia Coronado and Michael Purves Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
One thing that is really interesting about last week is that we saw a whole range of volatility measures across asset classes really plunging, notes Michael Purves. He discusses the outlook for Fed rate hikes. He talks about how last week's inflation data will impact the Fed's rate hike decisions. He then goes over how the bank earnings will impact upcoming Fedspeak. He mentions how he thinks the Fed will keep having to play offense on inflation, but the offense doesn't need to be nearly as aggressive because we are more than a year into the hiking cycle. Tune in to find out more about the stock market today.
Is there a low velocity and low correlation happening in the markets? Silicon Valley Bank and Credit Suisse problems arose recently. Michael Purves weighs in on the U.S. Dollar relief rally amid the regional bank crisis. Does that speak to a global risk-off condition? Purves says that the markets are nuanced in the U.S. and are not translating over to global markets like China.
I think the treasury bears have the edge, meaning yields are higher and slowly and steadily getting more control, and that was sort of a seismic shift after that blowout jobs report on February 3rd, says Michael Purves. He discusses the Employment Situation for January 2023 with non-farm payrolls coming in at 517K versus an estimated 185K. He talks about market volatility trends to monitor. He goes over what an inverted yield curve means for investors. He also mentions his trade to track: the QQQ ETF. Tune in to find out more about the stock market today.
Futures are muted as investors digest the latest economic data. Michael Purves discusses the November FOMC minutes which will be released today at 2pm ET. He also looks at technical patterns to watch in today's markets, highlighting Barclays iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX). He then talks about what options trading activity indicates about the market. He also goes over how bitcoin futures (/BTC) hit 2-year lows this week. Tune in to find out more about the stock market today.
Earnings are still surprising to the upside, says Michael Purves. He discusses the outlook and expectations for earnings season. He also talks about what rising yields means for investors, highlighting FVX, TNX, and TYX. Next, he asks is it time to sell equity volatility? Then, he looks at the latest bond market activity. Finally, he goes over pricing in a possible Fed pivot as inflation remains elevated. Tune in to find out more about the stock market today.
Michael Purves, Tallback Capital Advisors CEO & Founder; Nicholas Bennenbroek, Wells Fargo International Economist; and Neil Shearing, Capital Economics Chief Economist, react to the resignation of UK Prime Minister Liz Truss. See omnystudio.com/listener for privacy information.
Marty Walsh, US Secretary of Labor, expects payrolls to keep rising despite Fed rate increases. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the labor force participation rate is consistent with where the Fed wants to go. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's jobs report is a bit of a sigh of relief for equity markets. Michael Purves, Tallbacken Founder & CEO, discusses whether he expects the corporate earnings machine to continue to perform. Tiffany Wilding, PIMCO Chief U.S. Economist, describes why the prime age participation rate is coming more into focus. See omnystudio.com/listener for privacy information.
Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says market may be at an inflection point. Michael Purves, Tallbacken Founder & CEO, examines today's optimism in the market. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says stop worrying whether the Federal Reserve is done raising interest rates because the tightening cycle for financial assets has already ended.Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, weighs recession risks. Andrea Bonomi, Investindustrial Founder, discusses the factors behind the private equity firm's $950 million deal for a significant portion of TreeHouse Foods's meal-prep business. See omnystudio.com/listener for privacy information.
Michael Purves, Tallbacken Capital Advisors Founder &CEO, discusses the factors behind his bullish call for U.S. equity markets. Kristina Hooper, Invesco Global Market Strategist, says 2022 could be a great year for emerging markets. Dan Tannebaum, Oliver Wyman Partner & Americas Financial Crimes Head, discusses how new sanctions might target Russia. Mercedes Carnethon, Northwestern University Feinberg School of Medicine Department of Preventive Medicine Vice Chair, discusses the global surge in Covid cases as countries prepare for New Year celebrations. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Volatility has faded but the overall trend is still one in which bears are more fully in control, says Michael Purves, CEO of Tallbacken Capital Advisors. He discusses futures trending higher following Monday's declines. He talks about monitoring recent price action in Bitcoin (/BTC), as well as the year end target for the S&P 500. Tune in to find out more.
“You have to look at utilities as a relatively smaller asset class that can have really big moves if its priced at the right level, and I think right now is one of those times.” The volatile safe haven; Michael Purves makes the case for utilities.
This week, Michael Purves, the founder and CEO of Tallbacken Capital, joined to talk about how a Supreme Court fight became a market event. University of Oregon economics professor Tim Duy came on to discuss the economic collateral damage of no further fiscal stimulus. J.W. Mason, Roosevelt Institute fellow and City University of New York associate economics professor, joined to explain his new study about what we can learn from the economic mobilization during World War II and how it can be applied to both the ongoing climate emergency and the coronavirus crisis. Then Chris McGratty, the Head of U.S. Bank Research at KBW, came on to talk about what is dragging regional banks down.
He made some great calls at the start of last year, so Michael Purves joins us again with his predictions for 2020, and insights on our recent economic cycles.
Michael Purves, Tallbacken Capital Advisors CEO, thinks that earnings season so far has been an important affirmation of what the bulls would like to see. Axel Christensen, BlackRock Chief Investment Strategist For Latin America, says Chile's President-elect Alberto Fernandez will have to negotiate deep structural changes in Argentina. Stephanie Kelly, Aberdeen Standard Senior Political Economist, says U.K. growth has been very weak relative to its potential. Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says that heading into third quarter earnings, investors were very bearish. And Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist, says macro events like trade uncertainty and Brexit affect levels of volatility, but the market is primarily driven by the Fed. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Michael Purves, Tallbacken Capital Advisors CEO, thinks that earnings season so far has been an important affirmation of what the bulls would like to see. Axel Christensen, BlackRock Chief Investment Strategist For Latin America, says Chile's President-elect Alberto Fernandez will have to negotiate deep structural changes in Argentina. Stephanie Kelly, Aberdeen Standard Senior Political Economist, says U.K. growth has been very weak relative to its potential. Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says that heading into third quarter earnings, investors were very bearish. And Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist, says macro events like trade uncertainty and Brexit affect levels of volatility, but the market is primarily driven by the Fed.
Michael shared his tactical trades for 2019 at the start of the year, and he nailed the first half. Now he's back to talk 2H19 and beyond, European markets, and six strategic positions - including some Bullseye favorites.
Michael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan Stanley Asia Chairman and Author of "Unbalanced: The Codependency of America and China", says tariffs are attacks on importers and the U.S. is the importer. Keyu Jin, London School of Economics & Political Science Professor, thinks U.S. tariffs have caused a surge of nationalism in China. Ted Alden, CFR Senior Fellow, Author of "Failure to Adjust: How Americans Got Left Behind in the Global Economy", says Trump's complaints about China are legitimate but his tactics aren't. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Michael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan Stanley Asia Chairman and Author of "Unbalanced: The Codependency of America and China", says tariffs are attacks on importers and the U.S. is the importer. Keyu Jin, London School of Economics & Political Science Professor, thinks U.S. tariffs have caused a surge of nationalism in China. Ted Alden, CFR Senior Fellow, Author of "Failure to Adjust: How Americans Got Left Behind in the Global Economy", says Trump's complaints about China are legitimate but his tactics aren't.
Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in European eco. Maryhen Jimenez Morales, Oxford University Politics Lecturer, says 90% of Venezuelans want a peaceful regime change. Alex Conant, Former Marco Rubio Presidential Campaign Communications Director, says the political unrest in Venezuela is destabilizing for the region. Brooke Sutherland, Bloomberg Opinion Columnist, brings us an update on GE. Michael Purves, Weeden & Co-Chief Global Strategist, says that solid (but not spectacular) earnings and GDP growth have become the new normal. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in European eco. Maryhen Jimenez Morales, Oxford University Politics Lecturer, says 90% of Venezuelans want a peaceful regime change. Alex Conant, Former Marco Rubio Presidential Campaign Communications Director, says the political unrest in Venezuela is destabilizing for the region. Brooke Sutherland, Bloomberg Opinion Columnist, brings us an update on GE. Michael Purves, Weeden & Co-Chief Global Strategist, says that solid (but not spectacular) earnings and GDP growth have become the new normal.
It's a new year, but are we really late in the cycle? This week, we check back in with Weeden & Co's global strategist Michael Purves to forecast for 2019, and talk volatility, US, European, and emerging markets, and how to make it a good year of tactical trading.
This week, Adam speaks with Michael Purves, who has been nailing market predictions as Chief Global Strategist at Weeden & Co. Michael goes in-depth, sharing his insights, how he reads the market, and leaves us with five tactical trade takeaways.
Michael Purves, Weeden & Co. Chief Global Strategist & Head of Equity Derivatives, says you can't be dismissive of higher interest rates in the volatility story. Isaac Boltansky, Compass Point Senior VP & Policy Analyst, has noticed a lot of empty offices in D.C. government agencies. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, joins us to wrap sound from our interview with Cleveland Fed President Loretta Mester and discuss eco data. Jonathan Ferziger, Bloomberg Middle East Politics Reporter, reports from Israel on the the U.S. Embassy move from Tel Aviv to Jerusalem. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Michael Purves, Weeden & Co. Chief Global Strategist & Head of Equity Derivatives, says you can't be dismissive of higher interest rates in the volatility story. Isaac Boltansky, Compass Point Senior VP & Policy Analyst, has noticed a lot of empty offices in D.C. government agencies. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, joins us to wrap sound from our interview with Cleveland Fed President Loretta Mester and discuss eco data. Jonathan Ferziger, Bloomberg Middle East Politics Reporter, reports from Israel on the the U.S. Embassy move from Tel Aviv to Jerusalem.
Luigi Zingales, Chicago Booth Professor of Finance, says Ireland's success story is a result of its low tax rates attracting foreign investment. Michael Purves, Weeden And Co Chief Global Strategist, predicts tech and financials are going to continue to outperform next year. Julian Kheel, The Points Guy Senior Analyst, says we may see smaller seats on flights. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Luigi Zingales, Chicago Booth Professor of Finance, says Ireland's success story is a result of its low tax rates attracting foreign investment. Michael Purves, Weeden And Co Chief Global Strategist, predicts tech and financials are going to continue to outperform next year. Julian Kheel, The Points Guy Senior Analyst, says we may see smaller seats on flights.
Representative Dave Brat, a Republican from Virginia, says more Americans should raise a ruckus about government spending. Greg Valliere, Horizon Investments' chief global strategist, says Trump's base will continue to hang in there and as long as they do, he's inoculated. Michael Purves, Weeden & Co.'s head of equity and derivatives strategy, says you can expect the VIX to reprice if volatility continues to stay low. Finally, Wells Fargo Securities' Mike Mayo and Mike Schumacher discuss the state of banking on Wall Street and the future of the Federal Reserve. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Representative Dave Brat, a Republican from Virginia, says more Americans should raise a ruckus about government spending. Greg Valliere, Horizon Investments' chief global strategist, says Trump's base will continue to hang in there and as long as they do, he's inoculated. Michael Purves, Weeden & Co.'s head of equity and derivatives strategy, says you can expect the VIX to reprice if volatility continues to stay low. Finally, Wells Fargo Securities' Mike Mayo and Mike Schumacher discuss the state of banking on Wall Street and the future of the Federal Reserve.
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss banking and investment with Ellevest CEO, Sallie Krawcheck; equities with Weeden & Co.'s Michael Purves; oil with Schork Group's Stephen Schork; and fiscal policy with Qorvis MSL Group's Stan Collender. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss banking and investment with Ellevest CEO, Sallie Krawcheck; equities with Weeden & Co.'s Michael Purves; oil with Schork Group's Stephen Schork; and fiscal policy with Qorvis MSL Group's Stan Collender.
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