11 subscribers
Offline dengan aplikasi Player FM !
Janus Henderson's Hetts nears a recession watch as data starts to 'wobble'
Manage episode 469782558 series 2562870
Adam Hetts, global head of multi-asset at Janus Henderson Investors, says the stock market entered the year in "goldilocks mode," at all-time highs and with positive conditions, but the late-cycle economy is facing policy drag and "a lot of those risks have teeth," which is bringing recession back into the conversation. Hetts adds that with a market near record levels, it makes the current rally feel fragile, as if it's easier to move down than keep climbing, and he says there may be a correction as the market re-assesses its current standing, which could create new buying opportunities. Allison Hadley discusses a Howdy.com survey showing that many Americans would leave their job if it weren’t for the need for their current health insurance coverage. Plus, Chuck answers a listener's question about fairness in setting up gift and legacy accounts for grandchildren, and Jay Woods, chief global strategist at Freedom Capital Markets, talks stocks in the Market Call.
1764 episode
Manage episode 469782558 series 2562870
Adam Hetts, global head of multi-asset at Janus Henderson Investors, says the stock market entered the year in "goldilocks mode," at all-time highs and with positive conditions, but the late-cycle economy is facing policy drag and "a lot of those risks have teeth," which is bringing recession back into the conversation. Hetts adds that with a market near record levels, it makes the current rally feel fragile, as if it's easier to move down than keep climbing, and he says there may be a correction as the market re-assesses its current standing, which could create new buying opportunities. Allison Hadley discusses a Howdy.com survey showing that many Americans would leave their job if it weren’t for the need for their current health insurance coverage. Plus, Chuck answers a listener's question about fairness in setting up gift and legacy accounts for grandchildren, and Jay Woods, chief global strategist at Freedom Capital Markets, talks stocks in the Market Call.
1764 episode
Semua episode
×
1 Leuthold's Ramsey: 'Price is a fundamental' and could drive inflation and recession 58:41

1 ICI's Antoniewicz: Consumers, facing tariffs, hold the keys to the economy 57:31

1 Invesco's Hooper: Recession odds grow daily, but 'uncertainty' is the buzzword 1:00:51

1 NewEdge's Nick: Despite current woes, don't start rooting for rate cuts 58:19

1 Robertson's Garretty: What we've got is 'a really good-looking economy' 1:00:04

1 NDR's Clissold: This market needs to price in 'an uncertainty discount' 57:02

1 Cambria's Faber: Cheap, global stocks are booming 'and most people don't own them' 59:12

1 Janus Henderson's Hetts nears a recession watch as data starts to 'wobble' 1:03:27

1 Voya's Stein: The timing of policy changes is moving the markets 58:59

1 EY's Daco: The weight of uncertainty now is testing a strong economy 1:00:52

1 Statman: The news is creating psychological problems, not financial ones 1:00:05

1 John Waggoner says impulsive moves won't ease the financial pains of geopolitics 59:06

1 Touchstone's Thomas: Slow earnings growth, geopolitics will mute market gains 56:36

1 MarketLife's Grimes: Technicals 'do not look right' for the rally to roll on 1:01:02

1 Glenview Trust's Stone: Good news is baked into market, making it easy to disrupt 59:21
Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.