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.
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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
Money's going into bonds right now.
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Investors are fearful of just where equities are going to go with the trade tensions where they are.
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The outflows that we saw in June, which was about $20 billion from U.S.
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stocks, weren't as great as what we saw, say, February, March, when the market was gripped with mostly inflation fears and worries of wages growing faster than expected.
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Still, I think this underscores how investors are feeling about trade and just the significant threat that if this were to evolve in such a way that leads to a trade war either with China or with the European Union, which looks like we're not heading toward at least as of the most recent news.
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But if those things were to evolve into the most dire circumstances, investors are thinking about that and trying to sort of guard against that risk.
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As I mentioned, inflation continues to be a fear for investors.
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You know, they're not so much concerned with it rising faster than expected, but just that the Federal Reserve is proceeding with its pace of interest rate hikes increasingly.
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if they were to veer from this well-telegraphed path, that could be a policy misstep.
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So the market's still very much thinking about that.
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The other thing on the market's mind, very much so, but you're not seeing a lot of trading action.
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Just maybe more concern or more likely than investors to sit on the sidelines is the midterm elections coming up.
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It's very, I guess, known in some circles of Wall Street that years where there's midterm elections tend to be a rougher year for stocks overall than
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So if it's not just outright selling, you do have a number of investors that are just choosing to do nothing as well.
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So it's not really helping the buying activity any much at all.
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We saw a few months this year where outflows still managed to be positive.
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And a big part of that is just because the U.S.
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economy is doing so well.
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When you look at global stock markets, the U.S.
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stock market by and large is the best looking stock market right now in terms of performance.
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Showing 1081–1100 of 1,567 · page 55 of 79
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