Nick Hodge – Multiple Macro Factors Behind The Market Volatility – Utilities, Real Estate, Consumer Staples And Gold Are Good Safe Havens
Nick Hodge outlines the multiple macroeconomic factors behind the recent market volatility in US equities and commodities. He points to rate-sensitive sectors like gold, utilities, and real estate as sectors that benefit from upcoming Fed rate cuts, and then consumer staples companies as additional safe havens. We also discuss MineHub Technologies and the weakness in the uranium equities later in the discussion.
Sean Brodrick – Sitting Tight Through Recent Volatility, Spotting Opportunities In Home Builders, Tech, Oil And Nat Gas, and Uranium Stocks
Sean Brodrick reviews how he is sitting tight through the recent downward pressure and volatility within US Equities, but also seeing value building in home builders, tech stocks, oil and natural gas stocks, and uranium stocks, despite recent corrections.
Marc Chandler – A Focus On Currencies, GDP, Inflation, Commodities, Wage Growth, And Fed Policy
Marc Chandler discusses the moves in global currencies, recent US economic data for GDP growth and the PCE inflation metrics, commodities inflows, wage growth, corporate profits, and how this all ties into central bank policies, domestically and abroad.
Demographics – Maybe Having A Younger Population Is Not A Good Thing
Nicholas Pardini, Founder of the Davos Investment Group joins me to share a different take on the theory that younger demographics are critical for countries…
Jayant Bhandari – Exploration in Japan and Chinese Growth Data
Metals equity analyst Jayant Bhandari joins me today to discuss his recent trip to Japan. We discuss the mining environment in Japan and an exploration…
BoJ and ECB Comments Moving Currencies But Not How You Would Expect
Nothing was really said by either the ECB or the BoJ this morning but for some reason we are seeing the Euro shoot higher. Chris…
Japan’s economy falls back into recession again
We have been trying to cover Japan a little more recently. Not because there is a unique story of growth in the country but because…