Jessica Menton

speaker

431 appearances 12 recordings 1 series first heard Nov 2018 last heard Apr 2019

Jessica Menton’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Why January Could Bring Big Gains for Stocks · 8 Jan 2019 podcast

remain the standout compared to its peers? voice-verified

Yes. voice-verified

There's been so many different narratives that have hung over the markets for the past few months, one of which is the ongoing trade tensions, as well as the concerns of slowing global growth and sort of the Federal Reserve and the uncertainty that there was about whether or not they would be flexible. voice-verified

Now that the Fed's come out a few times now with more dovish statements, I think obviously the market has welcomed those concerns, but over the next... voice-verified

90 days. voice-verified

So officials are meeting this week to discuss trade negotiations with officials in China, and it's supposed to go on up until the beginning of March. voice-verified

So there could be a situation where there is more clarity and that could turn some of that uncertainty around in the markets. voice-verified

But at the same side of that, if there continues to be uncertainty with regard to that situation, then that could be the driver of what could inhibit the markets for continuing to propel higher. voice-verified

Exactly. voice-verified

Something that's interesting, if you're looking at, say, some of the most held back stocks, especially in the last quarter that have been hurt by a lot of these trade tensions, it's industrial stocks. voice-verified

So if you're looking at Caterpillar, Boeing, those have both lost more than 10% over the last three months. voice-verified

If you're looking at the later stages of an economic cycle, which people are arguing since we are in the 10th year of the bull market, where can we position ourselves? voice-verified

And a lot of the money managers that I've spoken with voice-verified

have suggested industrials along with energy which have clearly been beaten up the last few years because of what we've seen with oil prices and especially over the last few months with u.s oil prices and global oil prices in a bear market again but they do typically perform well in the latter stages as well as if you're looking at small cap stocks if you if we say for instance looking at the russell 2000 that's another benchmark that has definitely gotten decimated and is in a bear market but voice-verified

Those smaller cap stocks, because they're more domestic focused, those also perform well in the latter stages. voice-verified

So those are definitely areas that I've seen more money managers position themselves in. voice-verified

It doesn't bode well for the markets. voice-verified

And I did get some analysts at CFRA Research to pull some data for me, and they were saying that, voice-verified

When the market was up in January, and that's really referring to the S&P 500, the market was higher 83% of the remaining 11 months. voice-verified

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