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MacroTides' Welsh: Recession isn't a sure thing, but continued slowing is

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Innhold levert av Money Life with Chuck Jaffe and Chuck Jaffe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Life with Chuck Jaffe and Chuck Jaffe eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Jim Welsh, macro strategist at Smart Portfolios and the author of MacroTides, says he still believes the market can rally during the last half of the year, but he says investors have to respect the current downtrend, which is likely to get worse before any bounceback. Welsh notes that consumer savings should help absorb inflation, business spending is up, demand is higher and he believes the economy has enough internal strength to avoid recession so long as the Federal Reserve doesn't have to raise rates above 2.5 percent. If rates rise higher, Welsh says it could lead to a recession in 2023. Also on the show, John Cole Scott, chief investment officer at Closed-End Fund Advisors discusses how to find the right issues to deal with the rising-rate, high-inflation conditions, Chuck discusses some things that he has never head said by experts during the first 10 years of the show, and Janet Brown of FundX Investment Group discusses funds, ETFs and the "upgrading" investment style in the Market Call.

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1523 episoder

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Manage episode 327720972 series 2562870
Innhold levert av Money Life with Chuck Jaffe and Chuck Jaffe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Life with Chuck Jaffe and Chuck Jaffe eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Jim Welsh, macro strategist at Smart Portfolios and the author of MacroTides, says he still believes the market can rally during the last half of the year, but he says investors have to respect the current downtrend, which is likely to get worse before any bounceback. Welsh notes that consumer savings should help absorb inflation, business spending is up, demand is higher and he believes the economy has enough internal strength to avoid recession so long as the Federal Reserve doesn't have to raise rates above 2.5 percent. If rates rise higher, Welsh says it could lead to a recession in 2023. Also on the show, John Cole Scott, chief investment officer at Closed-End Fund Advisors discusses how to find the right issues to deal with the rising-rate, high-inflation conditions, Chuck discusses some things that he has never head said by experts during the first 10 years of the show, and Janet Brown of FundX Investment Group discusses funds, ETFs and the "upgrading" investment style in the Market Call.

  continue reading

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