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 · Trade, Fed Chair Powell in Focus · 22 Feb 2019 podcast

So even looking today, sometimes we can get conflicting indications, but Trump even suggested that he might

delay the deadline there, but it seems as if it's already sort of baked into the market.

And when you're looking at the Fed and the fact that they've signaled that they're going to be more flexible with policy, I think looking ahead and seeing what Jerome Powell says about the balance sheet, because that was something else last year that was a little bit different than just raising rates.

The fact that they were doing that, and a lot of investors said they thought that in some ways when they were paring back that portfolio in

essentially took some liquidity out of the market.

So I think that's something that's really big next week.

That stock took quite a hit today and definitely fell over 25% by the close on Friday.

But interesting enough, it weighed a bit on when you're looking at consumer staples, but even those defensive areas this year are still up.

Utilities, real estate, and consumer staples.

I think it's a healthy sign, the fact that the market isn't being led by defensive areas.

So they're still up, and that's good.

But the fact that it's these other cyclical names like industrials and energy.

Thanks for having me.

WSJ Your Money Briefing · Energy Stocks Soar to Begin 2019 · 11 Jan 2019 podcast

Exactly. voice-verified

And something that's a bit interesting about that is because there is typically this correlation between how oil prices are performing and thus how how energy equities will do. voice-verified

And they really didn't take part of that. voice-verified

But when you look towards the tail end of last year, once oil prices were in a bear market, you clearly saw the declines there. voice-verified

And that really, I think, was just the fact that when it comes to that space, the sentiment can shift quite quickly. voice-verified

A lot of it is really driven to the fact that these stocks have been beaten down so much that their valuations look a bit more attractive right now to investors. voice-verified

And when you break down sort of what was happening in the subgroups of energy, service providers were really banged up last year just because of the bottlenecks in the Permian Basin. voice-verified

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