Money Life with Chuck Jaffe
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Jeremy Schwartz, global chief investment officer at WisdomTree, says that despite current headlines, the economy will have a higher real growth rate, with productivity improved by technological advances and continued full employment, which shou
Jack Janasiewicz, portfolio strategist for Natixis Investment Managers Solutions, says that inflation is moving in the right direction -- albeit more slowly -- and economic growth remains resilient, creating an environment where corporate earni
Lyle Fitterer, portfolio manager for the Baird Strategic Municipal Bond fund, says that investors should take the Federal Reserve at its word, expecting interest rates to have peaked, anticipate a cut but don't expect it to happen until the num
Andrey Kutusov, portfolio manager on the global, international and emerging markets small-cap teams at Seven Canyons Advisors, says that "near-shoring" or "China plus one" supply-chain diversification will "be the dominant force in internation
Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, expects the Federal Reserve to cut rates, but no more than twice this year and in September at the earliest, and he says it's increasingly likely the moves won
Marko Papic, chief strategist at Clocktower Group, says that two wars have had less impact on markets that many observers have expected because the market has recognized that geopolitical events require a direct tie to earnings before they can
David Ellison, portfolio manager for the Hennessy Large Cap and Small Cap Financials funds, says that investors should not expect the classic thinking of lower rates equals higher margins and bank stocks go up, because the math may not work tha
Ben Ashby, head of investments at Rayliant Global Advisors, says he's not particularly worried about what two current wars and other issues are doing to the economy ad stock market now, but that his real worry is federal policies in terms of fi
Dan Zanger, founder and chief technical analyst at ChartPattern.com, says that he has followed the leaders out of the market, noting that the artificial-intelligence companies that had led the market's rally to new highs have now gone into cons
Edward Yardeni, president and chief investment strategist at Yardeni Research, says the economy is resilient enough to handle current levels of interest rates, and that better economic growth will allow earnings to drive the stock market higher
Robert Frick, corporate economist at Navy Federal Credit Union, says that the current issues keeping inflation high are about supply-side economics and are the kinds of problems that the Federal Reserve can't just fix by cutting interest rates.
With Wednesday's release of the latest Consumer Price Index numbers shaking the market's confidence that the Federal Reserve will cut rates soon, Chuck gets the latest take from Christian Chan, chief investment officer at AssetMark, and Gargi C
George Milling-Stanley, chief gold strategist at State Street Global Advisors, says that inflation staying stubbornly above the target of the Federal Reserve -- despite the central bank's moves that have raised interest rates to 20-year highs -
Willie Delwiche, investment strategist at Hi Mount Research, says the bullish sentiment and investor optimism should lift the commodities market and help the market rally keep rolling, though he says investors should be worried that conditions
Bill Adams, chief economist at Comerica Bank says 2024 will end up as "a pretty good year for the economy," with the soft nearly in place as the Fed starts to cut rates in the summer. He notes that worries about an interest-rate shock or an en
John Kosar, chief market strategist at Asbury Research, turned positive on the market back in November and he's not ready to ring the register and close out the current rally just yet, though there are some metrics showing that "the market is a
Todd Rosenbluth, head of research at VettaFi, says that American investors who have some $6 trillion in cash are in danger of missing out as the Federal Reserve begins to cut interest rates in coming months, meaning they should focus on what th
Brian Nick, chief investment strategist at the Macro Institute, says that people should not expect the Federal Reserve to cut interest rates in hopes of rescuing the economy or keeping the market rally rolling. Instead, he says the Fed tends to
David Keller, chief market strategist at StockCharts.com and the president at Sierra Alpha Research, says the market's first quarter was much stronger than he expected, avoiding a low that he was expecting. The current low-volatility incline th
Paul Gruenwald, chief economist at S&P Global Ratings, says that he doesn't see the economy going into a recession, allowing the Federal Reserve to cut rates "at a leisurely pace" and to get through inflation-reduction with a soft landing. Grue
Kim Blanton of the Boston College Center for Retirement Research – where she writes the Squared Away blog -- says that Americans wind up falling into some classic psychological traps when it comes time to claim Social security benefits, and of
Joe Kalish, chief macro strategist at Ned Davis Research, says that the big picture still argues for overweigting stocks relative to bonds and cash so long as the Federal Reserve follows through on making rate cuts and the economy avoids recess
Jeffrey Cleveland, chief economist at Payden & Rygel, says that current conditions -- with inflation falling significantly year-over-year and no attendant hike in unemployment and no recession -- are the proverbial soft landing, and he believes
Steve Sosnick, chief market strategist at Interactive Brokers, says "This is one of the most momentum-driven markets I can recall ... where the winning stocks in one month continue to be the winning stocks the next month and then continue to wi
Scott Colyer, chief executive officer at Advisors Asset Management, says he is cautious right now, but the cyclicals, materials, energy and health care tend to be strong during periods when the Federal Reserve is bringing interest rates down. H
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