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Episode 55 - “Will Employment Outweigh Inflation Concerns At Jackson Hole?”
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コンテンツは Laidlaw Wealth Management によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Laidlaw Wealth Management またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the upcoming Fed Jackson Hole conference and the likely direction of Fed monetary policy, the two-phase US labor force recovery and how it has major cities lagging behind, how “Work From Home” is likely to restrain further urban economic recovery, and thoughts on how the current recovery compares with that from the 2009 recession and whether international markets are attractive for investors now.
The topics discussed in this episode are: Which dual Fed policy mandate will come out on top at Jackson Hole this year - Employment Support or Inflation Containment? Is “Work From Home” leaving major U.S. cities as laggards in the economic recovery from COVID?, How is this recovery compared to that from the 2009 recession? and Should investors consider international markets at this point in the cycle?
Please tune in for more timely insights. Full script can be found here.
Hashtags & Stock Symbols: #Economy #Fed #InterestRates #InternationalEquities #StockMarket #SP500 $EWD $EWU $XLB $XLC $XLE $XLK $XLV
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