Podcast appearances and mentions of will fed

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Best podcasts about will fed

Latest podcast episodes about will fed

The Financial Exchange Show
The bull market reaches its second year, how much longer can it last?

The Financial Exchange Show

Play Episode Listen Later Oct 8, 2024 38:30


Chuck Zodda and Mike Armstrong wonder how much longer the bull market can last. Will Fed cuts be more balanced moving forward? The next Social Security COLA increase won't be enough to solve Florida's crisis. Why is the Tampa area so vulnerable to hurricanes? Fears of a global oil shock rise. Voters in November could set a higher minimum wage for tipped workers in Massachusetts.

Broken Pie Chart
Fastest Correction Ever? | VIX Index Collapse Post Spike| Will Fed Push Back on 50 bps Interest Rate Cut? | Latest CPI Inflation Analysis and Soft, Hard, or No Landing?

Broken Pie Chart

Play Episode Listen Later Aug 18, 2024 49:52


Derek Moore and Jay Pestrichelli are back to discuss the surge and record collapse back below 17.6 in the VIX Index. Plus, Reviewing the difference between the VIX Index (not tradable) and VIX Futures relative spike levels. Then, they go into the latest CPI numbers including CPI Supercore to see what is sticky and what is negative. Finally, they discuss whether Chairman Jerome Powel is going to disappoint markets with only a 25-bps cut when everyone seems to want more. All that and more including the yield curve inversion, mentions of job cuts vs AI on earnings calls in Q2, expectations for a soft, hard, or no landing and what the heck that even means.   VIX only takes 7 days to go back below 17.6 after spiking above 35 Comparing previous VIX Index surges and length to come back down Difference between hard , soft, and no landings Fed prepares for Jackson Hole meetings and sure to signal its interest rate intentions Will Powell and the Fed disappoint markets? Chance that Powel pushes back to not be bullied into rate cuts Mentions of AI on corporate earnings calls vs mentions of job cuts and employment Inverted yield curve and what the 2-year bond is predicting for rates in the future Fed balance sheet below the radar Will Fed stop letting treasury bonds and mortgage backed bonds run off the balance sheet? Comparing current and past VIX spikes against the relative spike level of the VIX futures     Mentioned in this Episode   Panic Overdone? | VIX 3rd Highest Spike Ever | How the Strategies Held Up | Short Volatility Trades https://open.spotify.com/episode/2mF1zkDaqWZLRhumfs0VJh?si=j5sn9DZpS3mmyM3Y5VM_1A   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

The David Knight Show
Tue 12Mar24 David Knight Show UNABRIDGED

The David Knight Show

Play Episode Listen Later Mar 12, 2024 180:49


(2:00) As TrumpShot effects become ever MORE OBVIOUS, governments move to criminalize any talk about themAs all causes of illness soar in New Zealand, the government makes it a CRIME TO TALK ABOUT VACCINE ADVERSE EFFECTSVocal jab advocate, a young MD, sudden cardiac deathDoctors can now edit genes in your bodyBill to end legal immunity for TrumpShotsIt's not just AI that's hallucinating — now CEOs are tripping on mushrooms(24:33) More fallout from Trump CONTINUING to boast about his depopulation shotsRFK very mild criticism: Trump "didn't learn from his Covid mistakes"More QAnon Intel-bots tell us Trump was doing "5th Generation Warfare".  Is that better than "4D Chess"?Trump was totally OWNED by BigPharma — just look at his HHS picks and actionsTrump supporters say, YET AGAIN, Trump has to stop pushing these kill shots or I'll quit supporting him. Alex Jones says if Trump doesn't disown jabs, he won't be able to sleep.  Telling people the TrumpShots were sugar water doesn't keep Alex awake now?Wayne Allyn Root doubles down on the "Trump Miracle", "chosen one", "supernatural" — blasphemy and idolatry(55:57) Pay to Pray Trump Rally Where the Prey Will PayMar-a-Lago prayer rally where gullible prey will pay $1,000 each.  It's not a cult?   (1:08:23) More measles panic sold by media (1:18:54) Boeing Whistleblower Suicided?Plane nosedives injured 50 passengers some critically as they slam and stay at the ceiling — like "The Exorcist" — identified so far only as "mechanical failure".  This follows a rash of mechanical failures. And a whistleblower dies from gunshot in the middle of a trial he is testifying in where his accusations have been corroborated by FAA findings (1:37:24) The evolution and equivocation of Vivek Ramaswamy on TikTok.  Just pick a side and shut up.  No discussion about principle, free speech, censorship — just whose advantage it would be to ban or not ban.  But he's not going to give money to Trump.  He's not stupid (1:53:41) Trump's "Save America" scam.  $250 MILLION for a so-called Official Election Defense Fund that didn't exist.  Deceptive credit card practices that accounted for 3% of all fraud complaints and refunds of $122.7 MILLION, 11% of what they raised before Save America (2:03:57) WATCH Trump's Butler did it — his driver, named Butler, talks about Trump being for sale(2:07:09) Is Trump's pick for co-Chair of RNC (with his daughter-in-law) a Green Energy Grifter? (2:13:58) Ralph Reed goes all in for Trump with $62 MILLION from "Faith and Freedom".  Where was the faith and where was the freedom in 2020? (2:15:22) MAGA cult is turning into a Jacobin mob looking for revenge even at the state level.  Laura Looney makes it clear "I'll get you my pretty" (2:21:46) It's the Stupid EconomyInflation, under-reported of course, is not going down.  Will Fed cut rates anyway?Disney-flationBiden's $7.3 TRILLION budgetBiden will pay you if you let him raise your childrenVISA credit card company goes deep into biometric payment — and they're far from the only oneLawsuit after National Park refuses to accept cash(2:46:37) Border Line InsanityDenver is looking for apartments to give illegal aliens for free as it cuts MILLIONS from programs for citizens and pays more than 5,000 city employees $100,000 or moreIllegal immigration is #1 issue in several statesFrankfurt becomes first German city to put up lights for Ramadan as 15% of population is now MuslimWhy don't Americans want children?  Heritage blames schools and universitiesFind out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money is only what YOU hold: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHT

The REAL David Knight Show
Tue 12Mar24 David Knight Show UNABRIDGED

The REAL David Knight Show

Play Episode Listen Later Mar 12, 2024 180:49


(2:00) As TrumpShot effects become ever MORE OBVIOUS, governments move to criminalize any talk about themAs all causes of illness soar in New Zealand, the government makes it a CRIME TO TALK ABOUT VACCINE ADVERSE EFFECTSVocal jab advocate, a young MD, sudden cardiac deathDoctors can now edit genes in your bodyBill to end legal immunity for TrumpShotsIt's not just AI that's hallucinating — now CEOs are tripping on mushrooms(24:33) More fallout from Trump CONTINUING to boast about his depopulation shotsRFK very mild criticism: Trump "didn't learn from his Covid mistakes"More QAnon Intel-bots tell us Trump was doing "5th Generation Warfare".  Is that better than "4D Chess"?Trump was totally OWNED by BigPharma — just look at his HHS picks and actionsTrump supporters say, YET AGAIN, Trump has to stop pushing these kill shots or I'll quit supporting him. Alex Jones says if Trump doesn't disown jabs, he won't be able to sleep.  Telling people the TrumpShots were sugar water doesn't keep Alex awake now?Wayne Allyn Root doubles down on the "Trump Miracle", "chosen one", "supernatural" — blasphemy and idolatry(55:57) Pay to Pray Trump Rally Where the Prey Will PayMar-a-Lago prayer rally where gullible prey will pay $1,000 each.  It's not a cult?   (1:08:23) More measles panic sold by media (1:18:54) Boeing Whistleblower Suicided?Plane nosedives injured 50 passengers some critically as they slam and stay at the ceiling — like "The Exorcist" — identified so far only as "mechanical failure".  This follows a rash of mechanical failures. And a whistleblower dies from gunshot in the middle of a trial he is testifying in where his accusations have been corroborated by FAA findings (1:37:24) The evolution and equivocation of Vivek Ramaswamy on TikTok.  Just pick a side and shut up.  No discussion about principle, free speech, censorship — just whose advantage it would be to ban or not ban.  But he's not going to give money to Trump.  He's not stupid (1:53:41) Trump's "Save America" scam.  $250 MILLION for a so-called Official Election Defense Fund that didn't exist.  Deceptive credit card practices that accounted for 3% of all fraud complaints and refunds of $122.7 MILLION, 11% of what they raised before Save America (2:03:57) WATCH Trump's Butler did it — his driver, named Butler, talks about Trump being for sale(2:07:09) Is Trump's pick for co-Chair of RNC (with his daughter-in-law) a Green Energy Grifter? (2:13:58) Ralph Reed goes all in for Trump with $62 MILLION from "Faith and Freedom".  Where was the faith and where was the freedom in 2020? (2:15:22) MAGA cult is turning into a Jacobin mob looking for revenge even at the state level.  Laura Looney makes it clear "I'll get you my pretty" (2:21:46) It's the Stupid EconomyInflation, under-reported of course, is not going down.  Will Fed cut rates anyway?Disney-flationBiden's $7.3 TRILLION budgetBiden will pay you if you let him raise your childrenVISA credit card company goes deep into biometric payment — and they're far from the only oneLawsuit after National Park refuses to accept cash(2:46:37) Border Line InsanityDenver is looking for apartments to give illegal aliens for free as it cuts MILLIONS from programs for citizens and pays more than 5,000 city employees $100,000 or moreIllegal immigration is #1 issue in several statesFrankfurt becomes first German city to put up lights for Ramadan as 15% of population is now MuslimWhy don't Americans want children?  Heritage blames schools and universitiesFind out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money is only what YOU hold: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHT

WTFinance
Largest Stock Market Rally in History with David Hunter

WTFinance

Play Episode Listen Later Jan 12, 2024 48:00


Interview recorded - 10th of January 2024On this episode of the WTFinance podcast I have the pleasure of welcoming back David Hunter for a 4th time. David is a contrarian macro strategist with 49 years of experience on Wall Street. During this conversation we spoke about David's thoughts in 2024, why we will see the largest stock market rally in history, what this means for inflation, what causes the stock market rally, whether the FED can save the market and more. I hope you enjoy!0:00 - Introduction0:56 - What Will Happen in 2024?2:13 - Biggest rally in history9:03 - Broad market rally?9:28 - Inflation impact on markets?10:48 - Institutional Investors to drive market14:13 - S&P500 breaking all-time highs?15:48 - Stocks Up, Dollar Down & Energy Down?18:38 - Which industries in cyclicals to perform?22:08 - Catalyst for the peak then crash?31:13 - Would Powell increase interest rates?32:48 - Underlying economic issues35:48 - Japan precursor for globe38:18 - How do equities perform during high inflation?41:08 - Will FED be unable to save market?46:28 - One message to takeaway from our podcast?Investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. My strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

The Julia La Roche Show
#090 Jens Nordvig On How AI Is Changing Investing Forever

The Julia La Roche Show

Play Episode Listen Later Jul 27, 2023 56:03


Jens Nordvig, founder and CEO of Exante Data, joins Julia La Roche on episode 90 to share his macro outlook, his views on the U.S. dollar, and his latest venture — Market Reader — a startup providing real-time explanations of market movement for investors and advisors. Links Twitter: https://twitter.com/jnordvig Substack: https://moneyinsideout.exantedata.com/ Market Reader: https://marketreader.com/ Exante Data: https://www.exantedata.com/ 0:00 Intro 0:55 Macro picture 1:57 A turning point in inflation 4:10 Evidence of an inflection point 7:35 Market 8:30 Don't see evidence of a dramatic tip in the economy 10:00 Housing not crashing 12:40 A brief history of dollar hatred 19:00 Impact of weakening dollar on investments 20:25 Artificial Intelligence and building Market Reader 24:33 Started Market Reader pre ChatGPT 26:55 AI and the macro outlook 28:48 Two trends that are worrisome 31:40 Will Fed policy have to consider AI? 33:43 No cuts any time soon 35:13 Positives of AI for a researcher 37:50 Impact of AI on certain finance jobs 42:00 Founding a startup 45:00 Market Reader examples 48:49 How Market Reader has helped Jens' productivity 51:20 Study 52:52 Parting thoughts

Arcadia Economics
Will Fed rate hikes be able to stop inflation?

Arcadia Economics

Play Episode Listen Later Jul 20, 2022 21:55


Will Fed rate hikes be able to stop #inflation? #TheFed has been raising interest rates in order to combat inflation, and has another hike on track for next week. But are interest rate increases actually working? So far the inflation readings haven't slowed at all. And when you consider the challenging dynamics facing the Fed, it's worth considering whether the current plan is actually going to fix the problem. The rate hikes are already slowing down the economy, yet perhaps more significantly, the Fed is looking at interest rates in the 3-4% range, while inflation (even according to the somewhat understated CPI and PPI) are still between 9-11%. But to find out more about the situation, as well as where it may be headed, click to watch the video now! - To find out more about Steve Cope and Silver Viper minerals go to: https://silverviperminerals.com/ - To get Arcadia silver videos delivered straight to your email inbox click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ - To see the evidence of manipulative behavior in the silver market (as well as how you can send it to your local regulators and Congressional representatives) click here: https://arcadiaeconomics.com/cftc-complaint/ - To sign the petition to ban JP Morgan from having any involvement in the silver industry click here: https://www.ipetitions.com/petition/ban-jp-morgan-from-trading-gold-and-silver - Follow Arcadia Economics on Twitter: https://twitter.com/ArcadiaEconomic - To receive updates about Arcadia option trading events: https://arcadiaeconomics.com/options/ - #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Silver Viper Minerals, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-silver-viper-minerals/Subscribe to Arcadia Economics on Soundwise

Arcadia Economics
Will Fed rate hikes be able to stop inflation?

Arcadia Economics

Play Episode Listen Later Jul 20, 2022 21:55


Will Fed rate hikes be able to stop #inflation? #TheFed has been raising interest rates in order to combat inflation, and has another hike on track for next week. But are interest rate increases actually working? So far the inflation readings haven't slowed at all. And when you consider the challenging dynamics facing the Fed, it's worth considering whether the current plan is actually going to fix the problem. The rate hikes are already slowing down the economy, yet perhaps more significantly, the Fed is looking at interest rates in the 3-4% range, while inflation (even according to the somewhat understated CPI and PPI) are still between 9-11%. But to find out more about the situation, as well as where it may be headed, click to watch the video now! - To find out more about Steve Cope and Silver Viper minerals go to: https://silverviperminerals.com/ - To get Arcadia silver videos delivered straight to your email inbox click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ - To see the evidence of manipulative behavior in the silver market (as well as how you can send it to your local regulators and Congressional representatives) click here: https://arcadiaeconomics.com/cftc-complaint/ - To sign the petition to ban JP Morgan from having any involvement in the silver industry click here: https://www.ipetitions.com/petition/ban-jp-morgan-from-trading-gold-and-silver - Follow Arcadia Economics on Twitter: https://twitter.com/ArcadiaEconomic - To receive updates about Arcadia option trading events: https://arcadiaeconomics.com/options/ - #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

The Kyle Warren Radio Show
The Kyle Warren Show 02-19-2022

The Kyle Warren Radio Show

Play Episode Listen Later Feb 20, 2022 47:02


Friday / Weekend Edition Biden Administration says Russia invasion of Ukraine could happen anytime. President Biden asked about Russian nuclear drills this weekend. Will Fed go big or little on interest rate hikes in an attempt to stall inflation. But why do we have inflation in the first place? We also listen in to some of Kyle's appearance from earlier this week on the Captain's America Third Watch Radio Show with Salem host Captain Matt Bruce to talk about the unfolding news concerning the trucker protests and more!  If you like what we do on the program, please consider sharing it to your social media! We depend on listeners like you and appreciate your support! Thank you!

Martiak Market Update
The 2022 Market Outlook For Investors and What to Expect?

Martiak Market Update

Play Episode Listen Later Feb 5, 2022 43:42


Mark speaking: I am Mark Martiak, and this is the Martiak Market Update. Welcome back and a festive welcome to the year 2022. Thank you for joining me as we discuss key trends shaping our industries and markets. Today I have the pleasure of welcoming Bradford Pineault, CFA a Capital Markets Strategist for the Fidelity Institutional Asset Management team. Our conversation today will focus on the 2022 Market Outlook and what it may mean to your investment portfolio. Before we begin, allow me to tell you a little bit about Brad. For the past four years, Brad is responsible for delivering timely market and economic commentary to Fidelity Institutional Asset Management clients across the country. He is a Chartered Financial Analyst (CFA®), has his master's in management from Bryant University and B.S. degree in Finance from UMASS Dartmouth. Welcome Brad. Format: Interview will take place with Mark asking Brad the following timely questions related to financial markets and what it means for Investors. Will follow the guidelines of when speaking with the media and keep the conversation away from mentioning specific situations, publicly traded companies, or stocks. 1. What do historical trends suggest that investors in equities could see in 2022? 2. What is your base case for economic activity in 2022 as it relates to corporate fundamentals? 3. Unprecedented level of Fiscal support is ending, but organic drivers of macro growth are increasingly present – can you elaborate? 4. Will Fed monetary policy accommodate 3 or 4 rate hikes in 2022? A. In March? B. What could prevent the Fed from raising the fed funds rate in March or during the first half of 2022? 5. 10-year real yields remain negative, which should provide a positive catalyst for continued economic activity – can you elaborate on this? 6. What is the forecast for large cap growth stocks this year? 7. Can you discuss how small cap growth and small cap value does in a rising interest rate environment? 8. What is your outlook for international equities? 9. Given the rising interest rate backdrop, what can Investors expect from having bond allocations in their investment portfolios?

Mining Stock Education
Gold Stocks Are Historically Cheap says Resource Fund Manager Adrian Day

Mining Stock Education

Play Episode Listen Later Jan 12, 2022 29:41


Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian says that gold stocks, and especially gold producers, are historically very cheap. He discusses inflation in Puerto Rico where he lives as well as Federal Reserve policy in light of high inflation. Adrian also shares his thoughts regarding investing in gold developers right now. He provides insights on investing in carbon streaming and royalty companies. Finally, Adrian reveals the commodity he is most bullish and why. 0:00 Introduction 1:00 Inflation in Puerto Rico 2:58 Inflation from monetary policy or supply chain issues? 4:38 Will Fed really raise & keep interest rates up? 9:38 Gold stock sentiment & buying opportunity 13:23 Gold producers cheap historically 14:23 Buying developers now? 18:03 Carbon streaming and royalty companies 24:08 What commodity are you most bullish on? http://www.adriandayassetmanagement.com/ Sponsor info: https://www.torqresources.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Global Market Insights - Forex, Futures, Stocks
Week Ahead: Will Fed & Co follow in ECB's footsteps and signal QE shift?

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Mar 12, 2021 8:20


The Federal Reserve will be meeting for the first time since yields exploded higher and the Biden stimulus bill became law. The Bank of England and Bank of Japan will announce their decisions too. Will Fed and other policymakers take their cues from the European Central Bank and respond to the bond market selloff by stepping up their purchases? The debate about whether higher yields warrant fresh policy action will likely dominate the market conversation, especially as there's nothing terribly exciting on the data front.Risk Warning: 78.04% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: http://www.xm.com/market-analysis-videoIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.Visit our page for more: http://www.xm.com the international Forex broker.

Bull | Bear Radio
Market Mess: Is the Fed Here to Clean it Up? (#76)

Bull | Bear Radio

Play Episode Listen Later Aug 9, 2019 23:00


We don't need to tell you markets have been messy lately. Unfortunately, the Fed's rate cut bump was short-lived and now investors are looking for a mop. Will Fed policy, corporate buybacks, and "Fear of Missing Out" trades be enough to clean up this bull market? WBI's Steven Van Solkema joins us to talk about what could come next.

The Larry Kudlow Show
kudlow 1-6-18 Bannon belly-up, stocks soar. His brand of populism is anti-growth.

The Larry Kudlow Show

Play Episode Listen Later Jan 6, 2018 118:42


Bannon belly-up, stocks soar. His brand of populism is anti-growth. Trump decision to cut ties w/ Bannon a great decision. Good for Trump, economy, international relations. Bannon out at Breitbart? Political meaning of rift? Bannon PAC is dead. Will Dems back Bannon to attack Trump? Michael Wolff? Camp David meeting to determine 2018 agenda. Welfare reform, infrastructure, budget, immigration. Where's Steven Mnuchin? Cohn stays? $18b wall/barrier? Mexico pays? Chain migration? Merit system? Sanctuary cities? Econ growth 3-4%? Manufacturing rebound? Biz investment cap-ex boom? Wages already rising, much more coming? Will Fed panic? Gold flat under Yellen; dollar up 16%. Price rule? Powell cautious in 2012. Came around. Lauds Fed staff forecasts. Decent jobs report. 10-year bond jump to 3-3.5%? Stocks driven by good profits outlook & tax cuts. Earnings revised up to 12% in '18. Techs,energy, materials, financials, insurance/reinsurance. BUT: key factor is rate rise from better growth & capital returns. Long rate correction in stocks? Then rally continues

TipTV Business
Weak wage growth is Fed’s Achilles heel - GKFX

TipTV Business

Play Episode Listen Later Mar 7, 2017 7:26


Will Fed ignore the anemic wage growth and hike rates three times this year? James Hughes, Chief Market Analyst at GKFX believes Fed would want to see a healthy and a steady growth in wages before it really puts the pedal on the metal. Friday’s coming wage growth figures are important, but may not necessarily stop the Fed from pushing rates higher next week. Also discussed in the segment is- Is the pull back in the S&P500 is a technical correction or is it being driven by heightened rate hike bets? Gold trapped between bullish crossover between 50-DMA and 100-DMA and 200-DMA resistance Dutch Elections hold the key for Europe. Victory for a right wing party could boost the odds of Marine Le Pen victory in French Elections #markets, #equities, #trading, #macro, #Fed, #interestrate, #wages, #inflation, #gold, #commodities, #preciousmetals, #technicals, #fundamentals, #Dutch, #France, #UK, #US

The Larry Kudlow Show
kudlow 11-12-16 Already, things are feeling better. Pence, Kellyanne, Trump-Obama, Trump-Clinton, Trump-Ryan. Unifying. Inclusive. Huge Trump rally in stocks. Pro-growth plan.

The Larry Kudlow Show

Play Episode Listen Later Nov 12, 2016 120:00


Already, things are feeling better. Pence, Kellyanne, Trump-Obama, Trump-Clinton, Trump-Ryan. Unifying. Inclusive. Huge Trump rally in stocks. Pro-growth plan. Cong. Kevin Brady talks tax cuts & GOP agenda. Trump shift on Obama-Care? Will Fed raise rates? Should they? John Taylor & Michael Boskin: Are Trump-GOP policies correct. Take muzzle off econ. Infrastructure. Doug Schoen-John McLaughlin on election. Rustbelt-Sunbelt realignment for GOP? Did Obama far left policies kill Hillary & Dems in Congress & State Houses? Trump strategy for stocks? Winners & losers?

The Larry Kudlow Show
Kudlow 11-5-16 Race too close to call nationwide & battlegrounds. Hillary has become unsafe candidate. How can she govern w/ investigations? Grand jury? Obstruction? Lying to FBI? Appoint an attorney-general?

The Larry Kudlow Show

Play Episode Listen Later Nov 5, 2016 118:12


Race too close to call nationwide & battlegrounds. Hillary has become unsafe candidate. How can she govern w/ investigations? Grand jury? Obstruction? Lying to FBI? Appoint an attorney-general? Trump on message: Takes outsider to drain the swamp for tax cuts, dereg, repeal OB-Care, unleash energy, judges, border security, etc. Overturn elites who haven't delivered. Peter Thiel defends Trump. Need outsider to shake-up DC. WSJ: The Cost of Clinton, The Gamble of Trump. Civil discourse, bi-partisan deals? JFK & Reagan (Bill Clinton). Are Elizabeth Warren & Bernie Sanders running Dem party? Stocks fall 9 straight days (3.1%) on fears of Trump upset. But Trump is growth & tax/regulatory cuts. Good for stocks & economy. Hillary recession. BUY THE TRUMP DIP. SELL HILLARY RALLY. Subdued jobs report. Will Fed raise rates in December? How strong is economy? Yellen: Let economy run hot. High pressure economy. Tolerate above 2% inflation? Will Yellen be easier under Hillary and tighter under Trump? Gonna have to have deal between populists & free traders & tax reformers, No purity. Stocks to buy if GOP sweeps, or if Dems sweep.

The Larry Kudlow Show
kudlow 9-17-16 Trump econ plan: Big tax cuts, 4% growth, optimism, JFK/Reagan tradition. Trump plan: is a strong Trump dollar coming? False econ? Fed politicizing low rates for Obama & Hillary?

The Larry Kudlow Show

Play Episode Listen Later Sep 17, 2016 117:53


Trump econ plan: Big tax cuts, 4% growth, optimism, JFK/Reagan tradition. Trump plan: is a strong Trump dollar coming? False econ? Fed politicizing low rates for Obama & Hillary? Trump surge in polls: Hillary health lie? More on emails? Deplorables? Trump issues, esp econ. Swing states shift to Trump. Law & Order, cops, black outreach, softer immigration. Will Fed raise rates? Former Fed governor Kevin Warsh on need for big Fed reforms. Fed Up left-wing reforms? Political Fed? Economic optimism fades: New numbers for August uniformly bad. No productivity, no biz investment Are stocks in trouble? Falling profits; no rebound likely. Why are bond yields rising?

The Larry Kudlow Show
03-5-16 Romeny Over The Line With Trump Remarks, Stocks Rise For Third Straight Week

The Larry Kudlow Show

Play Episode Listen Later Mar 5, 2016 117:55


Super-Tuesday & GOP debate: can Trump be stopped? Where does Romney come off slamming Trump? Could Trump win NY, Ohio, Michigan, Pa? Contested convention? 1237. Priebus says no. Trump's across - board biz tax cut spurs growth, jobs, wages. Capital from all over world. GOP had it coming. Revolt of working class. Solid jobs report-- but wages fall. Will Fed tighten? Stocks rise 3rd straight week. Is correction over? Profits keep falling--5th consecutive quarter.

The Larry Kudlow Show
December 12th, 2014

The Larry Kudlow Show

Play Episode Listen Later Dec 13, 2014 117:24


Today on the Larry Kudlow Show, Larry talks about lower oil and King Dollar unambiguously good, ObamaCare's threat to doctors' private practice and how to fix ObamaCare in new GOP Congress. Will Fed signal higher rate target at meeting this week?

The Larry Kudlow Show
December 12th, 2014

The Larry Kudlow Show

Play Episode Listen Later Dec 13, 2014 117:24


Today on the Larry Kudlow Show, Larry talks about lower oil and King Dollar unambiguously good, ObamaCare's threat to doctors' private practice and how to fix ObamaCare in new GOP Congress. Will Fed signal higher rate target at meeting this week?

The Larry Kudlow Show
December 12th, 2014

The Larry Kudlow Show

Play Episode Listen Later Dec 13, 2014 117:24


Today on the Larry Kudlow Show, Larry talks about lower oil and King Dollar unambiguously good, ObamaCare's threat to doctors' private practice and how to fix ObamaCare in new GOP Congress. Will Fed signal higher rate target at meeting this week?