How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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コンテンツは Frank Curzio and Curzio Research 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、Frank Curzio and Curzio Research 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。
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Peak inflation is here… and I’ll tell you how to play it
Manage episode 332869217 series 3005646
コンテンツは Frank Curzio and Curzio Research 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、Frank Curzio and Curzio Research 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。
With all the negative headlines right now, it seems like some of the positive headlines are being overlooked… I start today’s show with the positive results from the Fed’s recent bank stress test… the major signs inflation is finally peaking… and why I expect the Fed to end its rate-hiking path. I share why the worst of the selloff is behind us—and which sector I’m looking to buy right now. What’s causing the massive volatility in the oil market? I break down the battle between buyers and sellers… and why I expect it to continue. Turning to earnings season, I explain why you need to pay close attention to the major retailers’ reports… and red flags to watch out for across the board as companies’ results start pouring in. Finally, I’ll be a keynote speaker at the Metaverse Expo, held July 8–10 in Las Vegas. … And if you’re a Curzio One member, shoot me an email—I’d love to meet up with you there (booth B02). In this episode: The bank stress test is a huge positive for the market [1:00] Inflation is finally slowing down [7:25] The battle in the energy market [9:03] Why you need to watch big retailers this earnings season [12:10] It’s time to buy equities [15:45] Red flags to watch for in quarterly results [19:40] Assets I’m looking to buy [24:00] Come meet me at the Metaverse Expo [34:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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1071 つのエピソード
Manage episode 332869217 series 3005646
コンテンツは Frank Curzio and Curzio Research 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、Frank Curzio and Curzio Research 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。
With all the negative headlines right now, it seems like some of the positive headlines are being overlooked… I start today’s show with the positive results from the Fed’s recent bank stress test… the major signs inflation is finally peaking… and why I expect the Fed to end its rate-hiking path. I share why the worst of the selloff is behind us—and which sector I’m looking to buy right now. What’s causing the massive volatility in the oil market? I break down the battle between buyers and sellers… and why I expect it to continue. Turning to earnings season, I explain why you need to pay close attention to the major retailers’ reports… and red flags to watch out for across the board as companies’ results start pouring in. Finally, I’ll be a keynote speaker at the Metaverse Expo, held July 8–10 in Las Vegas. … And if you’re a Curzio One member, shoot me an email—I’d love to meet up with you there (booth B02). In this episode: The bank stress test is a huge positive for the market [1:00] Inflation is finally slowing down [7:25] The battle in the energy market [9:03] Why you need to watch big retailers this earnings season [12:10] It’s time to buy equities [15:45] Red flags to watch for in quarterly results [19:40] Assets I’m looking to buy [24:00] Come meet me at the Metaverse Expo [34:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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1071 つのエピソード
すべてのエピソード
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