Brett Ewing

speaker

43 appearances 1 recordings 1 series first heard Sep 2018 last heard Sep 2018

Brett Ewing’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Special Fed Coverage: Powell Press Conference · 26 Sep 2018 podcast

As well as it should be.

I think that's a great example of the Fed staying in tune with the different regions and the business environment that we have there.

And I could imagine they are getting a lot of expressions of concern from business leaders in each region because it's disrupting some supply chains.

And whenever you have that, it can be stressful if you're a CEO of a corporation that's publicly traded.

I mean, we have companies that we're invested in right now, and their stocks are getting hurt because of supply chain issues right now.

We do believe it's short lived.

So if you're going to take the stance that this is going to full on escalate, you would be very dovish on the Fed, because I think it would put the Fed in a position where they would ultimately probably not start raising rates too heavily in 2019, because I think it'd be very disruptive in the stock market.

Look, equity markets don't like uncertainty.

And we believe the market is properly pricing in a

a trade scrimmage, if you will.

But a full on trade war, we do not believe that's actually priced in the stock market here.

So that would be rather disruptive.

You know, one of the opportunities I think that's out there and many people are really overlooking is two fronts on the international side.

You know, we're getting to a phase in Europe where they're starting to actually see inflation for the first time since the Great Recession.

So we feel that their economies could start picking up, especially if the

trade rhetoric between Europe and the United States dies down more and actual agreement gets put through.

We think there's a lot of opportunity that could come out of some developed international, but really on the emerging market front, we think that this is a story that really goes back to 2016, January, and we feel there was a major global reset

at that period on the international markets.

And we don't believe what we've broken out of that.

We've had a period here because of all the trade rhetoric where we've had to pull back in those markets.

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