Amrith Ramkumar

speaker

860 appearances 16 recordings 1 series first heard May 2018 last heard Sep 2021

Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · On Wall Street, It's the 1980s All Over Again · 1 Feb 2019 podcast

And now they are rallying the most this month. matched

And so at least in the short term, for sure, the yield curve has steepened, which is good for banks. matched

And a lot of them, again, had pretty strong earnings that weren't quite as bad as expected, which is what pretty strong means now in this context when stocks had fallen so much. matched

So I think, yes, in the short term, but people do say like moving forward, if you look out, one of the reasons the Fed might be pausing is because the economy isn't doing as well. matched

So it is possible as people will get these things and depending on what happens with trade and all these other factors that if sentiment changes, those could go back to being like the hardest hit again. matched

But definitely in the short term and what we've seen in January, they have benefited a lot. matched

I think that's right. matched

I wouldn't even necessarily say a lot more confidence. matched

They're just not quite as worried that a recession is imminent. matched

So toward where we were in the lows in December, I mean, people were really worried and thinking the yield curve would invert, and that has preceded recessions in the past. matched

So people had gotten very worried about that. matched

And bank stocks, again, were kind of the poster child, is what a lot of people say, for that heading into this year. matched

And that's why their valuations were matched

So the yield curve has steepened a bit, and we'll have to see what happens now moving forward as people adjust their rate expectations. matched

Yeah, in the US. matched

And so developed markets and emerging markets are still firmly in negative territory and have been for a while. matched

So it's a little bit of deja vu where for the first part of last year, where the US was seen as this kind of haven region for some investors from which trade wars are launched. matched

But the economy is doing well enough, even though it's slowing here, that some people still feel confident in some of these areas of the market. matched

So matched

Yeah, the U.S. matched

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