Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

In the wake of the equity markets' largest election rally in history, we break down the winners across sectors, asset classes and sizes with Cameron Dawson, Chief Investment Strategist at New Edge Wealth, and look into the future for trends to watch given the policy promises of the Trump administration. Plus, the Bond Vigilantes may be starting to circle as the likelihood of tax cuts and heavy government spending are pushing Treasury yields to alarming levels even as the Fed cuts rates. LINKS FOR SHOW NOTES https://www.newedgewealth.com/team/cameron-dawson/ https://www.newedgewealth.com/insights/ https://www.federalreserveeducation.org/about-the-fed/archive-history https://www.investopedia.com/what-to-expect-in-the-markets-this-week-cpi-earnings-fed-speakers-8740185 https://www.investopedia.com/bond-vigilante-6386194 https://www.investopedia.com/terms/c/contributionmargin.asp https://www.carsongroup.com/insights/blog/author/rdetrick/ https://www.investopedia.com/bitcoin-price-tops-usd80000-for-first-time-8742854 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(292)

Investors stampede into stocks, but the scars of the pandemic are deep

Investors stampede into stocks, but the scars of the pandemic are deep

Global equity markets rush towards record highs despite daily record levels of the virus in the U.S. Mohamed El-Erian, President of Queens College, Cambridge, and Chief Economic Adviser, Allianz, join...

16 Marras 202023min

Investors prepare for a post-election world as equity markets charge ahead

Investors prepare for a post-election world as equity markets charge ahead

As the election uncertainty dissipates, investors are pushing their chips in on a continued rally across most sectors. Greg Valliere from AGF Investments helps set up the playbook for the next two mon...

9 Marras 202024min

How to Keep Your Head During the Election and Pandemic Volatility, with Josh Brown

How to Keep Your Head During the Election and Pandemic Volatility, with Josh Brown

'Downtown' Josh Brown from Ritholtz Wealth Management joins The Express to help investors keep their perspective as markets swirl amid a resurgence in the coronavirus and election volatility. We also ...

2 Marras 202026min

The Paradox Facing Investors Preparing for Retirement, and the Future of Big Tech

The Paradox Facing Investors Preparing for Retirement, and the Future of Big Tech

In the new normal of low returns for fixed income securities, investors preparing for retirement are caught between risk and low returns. Joe Duran of Goldman Sachs Personal Financial Management helps...

26 Loka 202023min

Investing Opportunities Beyond the Election and the Harsh Truth About the Unemployment Crisis

Investing Opportunities Beyond the Election and the Harsh Truth About the Unemployment Crisis

Equity markets keep grinding higher despite so many uncertainties around the pandemic, the elections and the economy. We look at what investors see over the horizon with LPL's Chief Market Strategist ...

19 Loka 202024min

The Individual Investor Playbook as Sentiment See-Saws Around Risk

The Individual Investor Playbook as Sentiment See-Saws Around Risk

Equity markets have shifted into a higher gear as investors play tug-of-war between betting on a recovery, while hedging against an economic slowdown. We look at where the money has been flowing with ...

12 Loka 202017min

President's Health Scare Adds New Dimension to Investing Paradox

President's Health Scare Adds New Dimension to Investing Paradox

President Trump's COVID-19 diagnosis adds yet another complicated twist to the investing landscape with less than a month to go before the election. We look at potential outcomes with Greg Valliere, U...

5 Loka 202017min

Election Anxiety Brings out the Animal Spirits

Election Anxiety Brings out the Animal Spirits

Volatility is back in style as the U.S. election draws near, but do elections actually move the markets? We go back in history with Fidelity's Jurrien Timmer to find out. 2020 has been a banner year f...

29 Syys 202016min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
pomojen-suusta
rss-seuraava-potilas
rss-sisalto-kuntoon
taloudellinen-mielenrauha
rss-lahtijat
rss-20-30-40-podcast
rss-h-asselmoilanen
rss-bisnesta-bebeja
rss-karon-grilli
sijoituspodi
rss-startup-ministerio
rss-inspiroivat-naiset
rss-inderes
rss-siksi-viestinta