Fiona Harris

speaker

273 appearances 1 recordings 1 series first heard Aug 2026 last heard 6 Aug

Fiona Harris’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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On Point · ep 386 | Spotlight on the US equity market · 6 Aug 2026 podcast

So one, having a deep bench of research analysts that we can leverage across industries, really important.

Meeting with companies,

really important right because you want to know what these companies are thinking about for the next three five years and and where companies have stocks they own have rallied you want to take some profits right you don't want to buy and hold for forever you got to trend take some of those profits and reuse them elsewhere so there's definitely yeah beyond the i trade there's always great opportunities but be selective and think about correlations and risk

Yeah, I think, you know, there's a novel I've been written about the new fed chair in terms of how he'll handle things, communication style, right?

We've gone from a fed that's been to a certain extent over-communicative, right?

If they are announcing something, you're seeing all the fed officials at different speaking points.

So the message gets across.

So you're talking about a new fed chair who's talking about, you know, not being as forefront in terms of the marketplace, in terms of sharing that information.

going back to a certain degree to basics and to be data dependent and seeing what's happening.

You know what?

I can have a view, you can have a view, but at the end of the day, the most important view is what the market's pricing in, right?

Because the market doesn't like surprises, right?

And what you're seeing is this interest rate cycle continue being a moving target that the market actually hasn't been, actually been correct on, right?

Not too long ago, we're talking about three interest rate rises, right?

Because that's what the market was pricing in.

And today, you know, the market is, you know, looking at potential for September, maybe December rate raise, but definitely pricing in the potential for rate raise this year.

And I think that's really important.

And again, back to that cycle you talked about, a lot of this will depend on where we are in regards to inflation and where we are in regards to oil prices.

You know, we have to pay attention to them because the longer they stay higher, the more problematic they are.

Now, for the U.S.

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