Similar Posts
The Fed could be on hold for much longer than the market is expecting, says Stifel’s Lindsey Piegza
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Dave Sekera, Morningstar chief U.S. market strategist, and Lindsey Piegza, Stifel chief economist, join ‘Squawk Box’ to discuss latest market trends, state of the economy, the Fed’s rate path outlook, and more.
Expect four rate cuts in 2024
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email The Exchange Diane Swonk, KPMG chief economist, joins ‘The Exchange’ to discuss cooling inflation, timeline for rate cuts, and more. 02:49 3 hours ago
GQG is undervalued, fund manager says
Jared Pohl of ECP Asset Management discusses the types of companies that will benefit from artificial intelligence, and explains why he thinks GQG is a “phenomenal business.”
Portfolio manager discusses outlook for BOJ monetary policy
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Kei Okamura, senior vice president and portfolio manager at Neuberger Berman, says it’ll be a “pivotal moment for the Japanese economy [to] finally exit the last decades of deflation once and for all,” but it’ll be a “gradual process.”
Slower global growth to give way to healthier expansion: Citi
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Steven Wieting, chief investment strategist and chief economist at Citi Global Wealth, explains why he believes the global economy does not need a recession to clear out excess price pressures, and will emerge stronger after this year.
Virtus Investment’s Joe Terranova explains the predominant factor in the market
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Jim Lebenthal, Cerity Partners chief equity strategist, Joe Terranova, senior managing director at Virtus Investment Partners, and Shannon Saccocia, chief investment officer of NB Private Wealth, discuss the algorithms and where the market opportunity lies.