Gunjan Banerji
speaker
560 appearances
12 recordings
1 series
first heard Apr 2018
last heard Nov 2024
Gunjan Banerji’s voice in public audio — every appearance, attributed to the second.
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Appearances
And what investors were saying was, we don't believe you.
We think there's going to be interest rate cuts by the end of 2023.
They thought there would already be cuts.
And now finally, you're seeing the market absorb this idea that, yes, interest rates are going to be higher for longer.
A lot of investors I've been speaking with are not expecting more rate hikes.
A lot of investors are expecting the Fed to be done.
So I think it'll be really interesting to hear what Powell has to say on future pauses, as well as the extent to which this jump in treasury yields that we've seen, how that's affecting his calculus on further rate hikes.
A lot of YOLO spending.
People are still YOLO spending.
They're not YOLO trading.
It's fizzled.
It's fizzled big time.
I think a lot of investors, individual investors, if they didn't own the magnificent seven or the big tech stocks or whatever they're called these days.
Like the Apples, Amazons, Nvidia, Teslas of the world.
You know, it's seven of the biggest stocks out there.
If they didn't own those, they were lagging behind the market.
The days of kind of picking small cap stocks and riding the momentum higher and like these viral stock market sensations have
have really gone away, even though the market has rallied this year.
Instead, people are turning to the government bond market.
They're buying treasuries.
Showing 241–260 of 560 · page 13 of 28
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