Guest Samantha LaDuc shares a macro perspective on inflation and unemployment and anticipates a rotation from growth to value names. Host Dave Keller breaks down factor ETFs and identifies stocks on the move in a Shifting Stocks segment. This video originally aired on StockCharts TV, the only 24/7 video streaming channel devoted exclusively to financial […]
Macro-to-Micro Analyst+Trader Forecast+Chase. Mostly Options https://t.co/MrMkwZYdvt https://t.co/GZILqexQ5C https://t.co/nkIPvSz3wJ… @LaDucTrading
@LukeGromen @SehrLangsam2 @RaisingTheBAR47 @The92ers @Stimpyz1 @DiMartinoBooth @rubecube12 @acosgrove003 @MarketInterest @Alex__Salomon @HammerstoneMar3 @jam_croissant @DIGITIMES @tr8derz @HayekAndKeynes @kevinmuir @Barton_options Without significant growth surprises, it will be hard to move excess demand for safe asset treasuries (from pensions in particular) and from excess liquidity in financial system. Or we could get big growth in:
* sticky jobs
* sticky fiscal
* sticky rate hikes
* sticky inflation
But not until after Congress and Fed officials have positioned their bets in the stock market.
The cost of the Build Back Better Agenda — in terms of adding to the deficit — is zero.
It’s paid for because big corporations and the very wealthy will start paying their fair share.