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On a recent episode of the Behind the Markets podcast, Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, joined to share his insights into the current state and outlook of the economy and global markets. Christopher Gannatti recaps the conversation.
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The FOMC is always data-dependent, but the dependency is not always the same. Samuel Rines discusses the shift in focus of the Federal Open Market Committee, from the labor market to inflation, and the implications of this change in their policy framework.
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Our Global Chief Investment Officer, Jeremy Schwartz, recently joined Advisor Perspectives’ Gaining Perspective podcast to share his latest takes on the economy, inflation, interest rates, market valuations and more.
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Ignoring data can be useful. Because not all data is, in fact, useful. Samuel Rines discusses how the NFIB Small Business Survey’s persistent pessimism might be misleading and how the U.S. economy’s resilience could signal a “handoff to normal.”
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When it comes to articulating data related to monetary policy outcomes, the FOMC has conveyed an awkwardly varied set of targets. Sam Rines discusses the FOMC's changing targets and data points related to monetary policy outcomes.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities. They discuss the current state of the tech market and its comparison to 1995, AI beyond Nvidia and predictions for biotech in 2024.
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