Mish Schneider: Wall Street Misread Kevin Warsh?

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Did Wall Street overreact to Kevin Warsh's first Federal Reserve press conference? In this Financial Compass [https://youtu.be/sWKDO5iFhPw?si=LlEs51BFeUVxKTds] Short, Mish Schneider, Chief Strategist at MarketGauge.com, explains why she believes investors may have misunderstood the Fed's message following this week's policy meeting. While markets initially sold off on fears of higher interest rates, Mish argues that Warsh was more cryptic than hawkish and suggests that the bond market may already be signaling a very different outcome. She discusses why long-term Treasury yields deserve investors' attention, why inflation may be less threatening than many believe, and why recession risks could be building beneath the surface. 💥 Key Topics: • Kevin Warsh's first Fed press conference • Why Mish believes rates have already peaked • The bond market's hidden message • Inflation vs. recession debate • Why economic data may be lagging • What investors should watch next Watch this insightful market analysis from one of Wall Street's most respected macro strategists. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #MishSchneider #KevinWarsh #FederalReserve #FedMeeting #InterestRates #BondMarket #TreasuryYields #Recession #Inflation #WallStreet #StockMarket #Investing #FinancialCompass #MarketGauge #EconomicOutlook #MacroEconomics #MarketAnalysis #ToddSchoenberger #BizTalkTodayTV #Economy Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Jay Hatfield: Negative CPI Shock? Why Stocks Could Explode Higher Toward 9,000

Could Wall Street be dramatically underestimating what the next inflation report will reveal? On this episode of Hatfield Economics [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street. Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market. Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target. Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy. Topics include: * Why Jay predicts a negative June CPI report * Falling oil prices and what they mean for inflation * Why the Fed may have no choice but to cut rates * Could mortgage rates fall below 6%? * Why earnings—not valuations—are driving this bull market * S&P 500 outlook: 9,000... or even higher? * Amazon and Lockheed Martin investment thesis * Financial stocks poised to outperform * QVOL ETF performance and dividend strategy * Long-term investing versus hedge fund trading Don't miss one of the most bullish—and controversial—market outlooks of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEZXdFB3UnlnTTNoRHVBdDZGd1g4dVBfX2std3xBQ3Jtc0ttR3hHRFFIYS1QVFVUOGI0UkR1dzQwMjJwMHVuUmlPQVVOYU5vaWZfamVtSllpcVpDM0JmdUpXUkNHUV9UdTFEcjVYbDZYaVIxTWNDd014OXRya0VEWVdKNkNldkY0Y3o3Mnk1d0trdk1PQndvWjZkbw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=a7_rETSrEcQ]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #HatfieldEconomics #JayHatfield #ToddSchoenberger #StockMarket #CPI #Inflation #FederalReserve #InterestRates #SP500 #Investing #WallStreet #Economy #OilPrices #Amazon #LockheedMartin #BankOfAmerica #KKR #QVOL #BizTalkTodayTV #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

30. juni 202634 min

Mish Schneider: Wall Street Misread Kevin Warsh? | Recession Risk Growing?

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1 month for 9 kr.

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