Akane Otani
speaker
1,333 appearances
33 recordings
1 series
first heard Aug 2017
last heard Mar 2023
Akane Otani’s voice in public audio — every appearance, attributed to the second.
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Appearances
And sadly, no.
I mean, I think investors, a lot of the folks that we speak to had this sort of sense that, you know, to a certain extent, a pullback was expected because we had seen such a spectacular growth.
run up in U.S.
stocks during the late summer.
And that was sort of buoyed by the economic data that we saw coming out.
And we saw the U.S.
sort of really expanding its lead over other stock indexes around the world.
And so some people thought that divergence was not going to be sustainable.
And so here we are, October, we see U.S.
stocks sort of catch up to the rest of the world.
But at this point, I think folks are sort of scratching their heads and thinking, like, you know, haven't we fallen enough at this point?
I mean, we saw good GDP data.
We have seen some weaker data on the housing and auto fronts, but earnings overall continue to impress.
So, I mean, sadly, not a lot of clarity on that front.
I think folks are just saying they're going to have to keep a close eye on the data that we see in the coming weeks.
Yeah, and that will be a big one as well as PCE and consumer spending on Monday.
Any signs, again, that it all goes back to inflation, any signs that inflation might be picking up could very well spook investors at this point, especially because people have been so sensitive to bond yields and the direction of the Fed in the last month.
And we have seen bond yields retreat a little bit as people have been sort of scared out of the stock market and going back to treasuries.
But bond yields do remain significantly higher than where they started the year.
And so if we see any of these data points suggesting that inflationary pressures are picking up, that could spark another sort of dual stock bond sell-off.
Showing 721–740 of 1,333 · page 37 of 67
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