Stephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins ‘Squawk Box’ to discuss the latest market trends, the Fed’s interest rate outlook, and more.
source
Stephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins ‘Squawk Box’ to discuss the latest market trends, the Fed’s interest rate outlook, and more.
source
She's a moron. People struggling and borrowing heavily to buy these homes, its gonna come crashing down on her head. Wont be as bad as China but it'll be bad.
Danke fĆ¼r das Update. <Ich rate HƤndlern, insbesondere Neulingen, sich vor dem Einstieg Ć¼ber den Markt zu informieren. Ich muss sagen, dass der Handel mehr Vorteile bietet als nur das Halten. Vielen Dank an Ginna Steve, die mich immer auf dem Laufenden gehalten hat. Ich bin sehr froh darĆ¼ber
hat ihr Programm gestartet….
Donāt know about you guys but the current high inflation is very tough on my family. Everything is going up and our pay checks are gone by the end of the month
Why would you be bullish on a company that caters to first time home buyers
I just hv the feeling these ppl know there won't be any rate cut this yr.
Most people are taught that "you only need a good job to become rich". These billionaires are operating on a whole other playbook that many don't even know exists~
You cannot cut rates or inflation gets hot haha
Slightly off topic. But – a scene……with these two. Initially you sort of scoff at the notion. But, think for a moment. See? There's something to it. Anyhow, the Make America Hard Again effort continues.
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024..
Speak for yourself š¤ š
This is where portfolio managers like Stephanie fail to read the tea leaves. The fed is implying with having to taper QT āfairly soonā (despite having 3.5T in reserves) and wanting to cut rates, there is obviously significant risks brewing if they fail to do so. The economy is strong bc of the fiscal deficit spending which is directly at odds with what the Fed is trying to accomplish. High interest rates are creating a significant build up instability that that Fed has been able to hold back manipulating debt marketsā¦ they obviously see with upcoming issuance with the treasury, that they are reaching the end of being able to keep rates high without breaking something right before the election. They are then forced to ease and stimulate into higher inflationary economy because the government continues to overspend. How does this impact financial markets? It doesnāt (because people like Stephanie put clients assets into equities) until long duration yield expectations completely fall apart and shoot upwards because inflation remains sticky and/or even reaccelerates. This is the risk that is obviously at play here, and Stephanie saying the Fed doesnāt need to cut rates, when the Fed is saying they have to, is precisely the ignorance that happens on Wall Street at the end of these cycles. The Fed and populist fiscal spending force asset managers to go all in, and that my friends is how it ends. To the moon, then the epic rug pull.
Lost totally lost paid and if not lost, she is part of the lies being told.
I don't think people understand, Fed controls short term rates. Powell wants to bull steepen the yield curve. 10yr rising while 2 yr can fall. Not exactly inflationary. Dollar will stay strong. Commodities will be limited.
"We still have a little ways to go".
Thanks captain obvious.
Strong Labor Market & Robust Economy – Thank you President Biden
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Don't Let the Sun Go Down on Me
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Rate cut or nut cut rate cut or not cutš„±
She's trying to sell her DR Horton bags?
A tall leader can advertise for a project or service without having a clue about them š I'm Watching the funnest Egyptian Actor movie š¬ people buy anything from loveed leaders
People don't leave bad companies, they leave bad leaders! Promoting a leader with no people skills can lead to decreased team morale
Early retirement has become an increasingly important topic in Jordan and many other countries due to changes in demographic composition, economic pressures, and evolving labour market dynamics.
Early retirement refers to individuals leaving the workforce before reaching the official retirement age. In Jordan, the official retirement age typically ranges between 55 and 60 years. Decisions regarding early retirement are influenced by various factors, including personal health, financial stability and job satisfaction.
Jordan's Social Security Fund relies on contributions from both workers and employers to provide pensions to retirees. When individuals retire early, they receive pensions from the fund ahead of the expected time, which can strain the fund's resources. This puts pressure on the sustainability of the social security system, as it may not be adequately funded to support an increasing number of early retirees. This is because the contributions from new workers are significantly less than those from early retirees.
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The World Economic Forum and theĀ Bahrain Economic Development Board (EDB)Ā have partnered and selected 100 Arab start-ups shaping the Fourth Industrial Revolution in 2019. This builds on the success of the initiative, which began inĀ 2017.
The entrepreneurs will benefit from a tailored programme where they discuss the future of their industries with government and business leaders at theĀ World Economic Forum on the Middle East and North Africa, which will take place on 6-7 April at the Dead Sea, Jordan.
Bought that apple dip this morning.
I agree, 5% is not restrictive. The Fed simply pushed the rates back to a more normal range. Their 'fight' against an inflation they caused is mostly lip service.
Not a single video about China banning US tech. And of course Intel and AMD recovered 3% losses after 1 hour of trading. Biden's PPT is undefeated.
oooh i wouldnt want to be stephanies husband. she has a mans personality
fake stats fake markets
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