Michael Wursthorn
speaker
1,567 appearances
29 recordings
1 series
first heard Jul 2017
last heard Nov 2021
Michael Wursthorn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
So for a lot of investors, this is something they haven't seen in a while.
matched
So the question is for the market, can they look past that first quarter earnings?
matched
And you'll get a taste of that with the banks when they start reporting.
matched
But if banks and other firms are
matched
not only reporting weak numbers, but they're saying that they're going to face further challenges in the economy, in their respective industries in the second and the third and the fourth quarter.
matched
That's just going to continue any sort of negativity that investors are feeling about the market right now.
matched
They're going to start to reconsider whether or not maybe with the S&P up double digits as it is now,
matched
whether or not those gains can really be protected.
matched
So that's going to be the real test as we get into this earnings season as to how bad of a year earnings might be this year.
matched
Well, so that's the other driver.
matched
If it's not earnings, it's the Fed that's driving markets.
matched
And I think the big question with the Fed now is whether or not they're going to proceed with cutting rates.
matched
So they're going to look to see what those conversations were about when they were making that decision to go into a pause mode.
matched
Right now, Fed market futures, which is a gauge that we use to determine where the market thinks interest rates are going, they're pricing in a rate cut by the end of the year.
matched
Right now, they're going to be looking for those minutes to see just how close the Fed may appear to be to actually following through on that decision, because that could be something that does boost the market and get it out of any earning slump.
matched
Right now, investors have been way more focused on what the Fed has done than this
matched
upcoming earnings season, which isn't really looking all that great.
matched
You saw this re-emergence of fears that really attacked the market all throughout the fall.
voice-verified
And it all started throughout the week when people were just getting signs that a trade deal may not be so close.
voice-verified
That filtered as Europe announced new stimulus measures where it just made investors feel that, you know, indeed, maybe they're not giving enough credence to the fact that economic growth is slowing more quickly than expected.
voice-verified
Showing 561–580 of 1,567 · page 29 of 79
← Previous
Next →