45 min listen
A Huge Week for Your Money 7/11/22
FromHalftime Report
ratings:
Length:
45 minutes
Released:
Jul 11, 2022
Format:
Podcast episode
Description
Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all.
Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.
Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.
Released:
Jul 11, 2022
Format:
Podcast episode
Titles in the series (100)
Impact of Fed Taper on Stocks: Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results. by Halftime Report