From Hurricane to Mild recession, What Changed?
Earnings season for Q4 2022 kicked off today with both Bank of America and JPMorgan warning of a “mild recession” coming later this year. That’s a long way from the early-2023 crash that many analysts...
14 Jan 202333min
Is the Market Mispricing the Fed?
The pace of U.S. inflation slowed again in December as overall consumer prices fell by 0.1% month-over-month, according to the latest CPI report. Stocks ticked higher as a result, and the market is no...
12 Jan 202338min
Inflation and China Take Center Stage
Stocks are inching higher as we await tomorrow’s December CPI release, with tech leading the way as the Nasdaq Composite puts in a fourth straight green day. China-related equities and commodities are...
11 Jan 202337min
What a Drought Would Mean for Inflation?
On today’s show, Shawn Hackett, president of Hackett Financial Advisors, joins Maggie Lake to discuss the latest developments in markets and the state of global macro conditions with an eye toward com...
10 Jan 202338min
Just Another Bear Market Rally?
The stock market continued to rally on Monday, pushing higher from Friday’s big gains with the technology sector leading the way. At the time of this writing, the Nasdaq Composite is up 1.67%. On toda...
10 Jan 202336min
5 Questions, 2 Guests: Milton Berg and Mish Schneider
There’s no shortage of uncertainty as we enter a new year, but don’t blink --- you might just miss the move that makes 2023. Welcome to the latest edition of V Questions, where expert guests answer 5 ...
8 Jan 202310min
5 Questions, 3 Guests: Mike Coolbaugh, Diego Parrilla, and David Higgins
Welcome to the latest edition of V Questions, where expert guests answer 5 questions in 1 take with zero preparation. On today’s show, Mike Coolbaugh, Diego Parrilla, and David Higgins share their tho...
7 Jan 202313min
Is This What a Soft Landing Looks Like?
With Nonfarm payrolls coming in above estimates, and wage growth softer than expected, Atlanta Fed President Raphael Bostic said today that “the Fed needs to stay the course” with regards to raising i...
6 Jan 202336min
