Welcome to The KE Report Weekend Show! With all the economic data and central bank meetings seemingly having no impact on markets currently we have 2 guests summarize what they think matters and predict what the second half of 2023 will bring.
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- Segment 1 and 2 – Jesse Felder, Founder of The Felder Report joins us to share his thoughts on the disconnect between economic data and corporate compared to market valuations. He also discusses how he is viewing the AI bubble in terms of the broader markets.
- Segment 3 and 4 – Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website wraps up the show by recapping this week’s key data and news, including jobless data, the RBA and Bank of Canada rate hikes and bullish market sentiment. We then discuss what to watch for next week with a big week of US data and major central banks.