Veteran financial journalist Chuck Jaffe talks with the big thinkers, the power brokers and the market movers to keep you up to date on the market and the economy, with an eye toward where, how and why to invest. Plus personal finance content to cut through the clutter and improve your life.
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Seven Canyons' Kutusov: Supply chain diversification will reshape global markets
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Andrey Kutusov, portfolio manager on the global, international and emerging markets small-cap teams at Seven Canyons Advisors, says that "near-shoring" or "China plus one" supply-chain diversification will "be the dominant force in international markets over the next decade." Kutusov says that geopolitical pressure and rising labor costs have pushe…
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Wells Fargo's Wren: 'There's very little chance of a rate cut any time soon'
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Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, expects the Federal Reserve to cut rates, but no more than twice this year and in September at the earliest, and he says it's increasingly likely the moves won't start until 2025. The amazing thing, Wren says, is that the stock market got to where it was flirting w…
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Clocktower's Papic: Global conflicts aren't such big market events
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Marko Papic, chief strategist at Clocktower Group, says that two wars have had less impact on markets that many observers have expected because the market has recognized that geopolitical events require a direct tie to earnings before they can truly dampen gains. Because of that -- but also because of issues he sees with the domestic economy -- Pap…
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Hennessy's Ellison: Bank stocks will pay a price when rates get cut
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David Ellison, portfolio manager for the Hennessy Large Cap and Small Cap Financials funds, says that investors should not expect the classic thinking of lower rates equals higher margins and bank stocks go up, because the math may not work that way this time, which is why he is hoping rates stay where they are for longer. Ellison says that the Fed…
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Rayliant's Ashby: U.S. fiscal policies are setting up a global crisis
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Ben Ashby, head of investments at Rayliant Global Advisors, says he's not particularly worried about what two current wars and other issues are doing to the economy ad stock market now, but that his real worry is federal policies in terms of fiscal expenditures. "To me, that doesn't look sustainable, and that looks more like an emerging market than…
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ChartPattern's Zanger content to stay in cash and wait out trouble
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Dan Zanger, founder and chief technical analyst at ChartPattern.com, says that he has followed the leaders out of the market, noting that the artificial-intelligence companies that had led the market's rally to new highs have now gone into consolidations and he's content to accept money-market returns until the market changes its tune and the chart…
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Economist Yardeni expects no rate cuts and a market hitting 5400 this year
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Edward Yardeni, president and chief investment strategist at Yardeni Research, says the economy is resilient enough to handle current levels of interest rates, and that better economic growth will allow earnings to drive the stock market higher even as anticipated rate cuts from the Federal Reserve are put off until 2025. Yardeni says he expects th…
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NFCU's Frick: The Fed has less power to fix things than markets want to believe
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Robert Frick, corporate economist at Navy Federal Credit Union, says that the current issues keeping inflation high are about supply-side economics and are the kinds of problems that the Federal Reserve can't just fix by cutting interest rates. So while he sees the Fed as having pulled off the soft landing earlier this year, it can't "save us" this…
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Two hot takes on the hotter-than-expected inflation numbers
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With Wednesday's release of the latest Consumer Price Index numbers shaking the market's confidence that the Federal Reserve will cut rates soon, Chuck gets the latest take from Christian Chan, chief investment officer at AssetMark, and Gargi Chaudhuri, chief investment and portfolio strategist at BlackRock. Both see the Fed as acting, though Chan …
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SSGA's Milling-Stanley: Gold should keep thriving in this environment
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George Milling-Stanley, chief gold strategist at State Street Global Advisors, says that inflation staying stubbornly above the target of the Federal Reserve -- despite the central bank's moves that have raised interest rates to 20-year highs -- has created the kind of market conditions in which gold, historically, has thrived. He does not think go…
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Hi Mount's Delwiche: 'It takes bulls to have a bull market'
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Willie Delwiche, investment strategist at Hi Mount Research, says the bullish sentiment and investor optimism should lift the commodities market and help the market rally keep rolling, though he says investors should be worried that conditions are taking a turn for the worse when more stocks are making new lows rather than new highs or the Standard…
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Comerica's Adams expects 'a pretty good year for the economy,' helped by summer rate cuts
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Bill Adams, chief economist at Comerica Bank says 2024 will end up as "a pretty good year for the economy," with the soft nearly in place as the Fed starts to cut rates in the summer. He notes that worries about an interest-rate shock or an energy-price shock -- the big two drivers of recession -- are not exceptionally high right now and any raised…
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Asbury Research's Kosar: It's risk-on, especially in commodities, despite warning signs
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John Kosar, chief market strategist at Asbury Research, turned positive on the market back in November and he's not ready to ring the register and close out the current rally just yet, though there are some metrics showing that "the market is about as overextended as it's been historically before you get a correction." That doesn't make him nervous…
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VettaFi's Rosenbluth: This is an exciting time for boring investments
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Todd Rosenbluth, head of research at VettaFi, says that American investors who have some $6 trillion in cash are in danger of missing out as the Federal Reserve begins to cut interest rates in coming months, meaning they should focus on what they are doing with their cash-like investments. That's why he made Fidelity Limited Term Bond his "ETF of t…
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Macro Institute's Nick says we'll talk much more bad news later this year
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Brian Nick, chief investment strategist at the Macro Institute, says that people should not expect the Federal Reserve to cut interest rates in hopes of rescuing the economy or keeping the market rally rolling. Instead, he says the Fed tends to cut rates when things go wrong, which he expects to happen by the middle of the year, when bad economic n…
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StockChart's Keller: This 'relentless incline' is reminiscent of '21
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David Keller, chief market strategist at StockCharts.com and the president at Sierra Alpha Research, says the market's first quarter was much stronger than he expected, avoiding a low that he was expecting. The current low-volatility incline the market is on reminded Keller of 2021, a time when the market was recovering from Covid and kept driving …
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S&P Global's Gruenwald expects Fed cuts through '25 until rates hit 3 percent
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Paul Gruenwald, chief economist at S&P Global Ratings, says that he doesn't see the economy going into a recession, allowing the Federal Reserve to cut rates "at a leisurely pace" and to get through inflation-reduction with a soft landing. Gruenwald recently raised his growth projection for the economy and he says the strong economy is letting the …
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