Slow Money
Jean Paul Lagarde hosts Slow Money, which airs Wednesdays on WGSO 990 AM on the Internet at WGSO.com
Unpacking the Soft Landing Market Narrative Markets have been rallying since mid-June on the hopes that the Fed can engineer a “soft landing” of the economy, where inflation becomes subdued, without materially harming the labor market or the economy broadly. The ARC Asset Management team unpacks the narrative and explores what has to go right… Continue Reading SLOW MONEY – AUGUST 15, 2022
Jean Paul Lagarde hosts Slow Money, which airs Mondays on WGSO 990 AM on the Internet at WGSO.com
Did the Fed Really Pivot? The ARC asset management team discusses the latest FOMC meeting where the Fed hiked 75 basis points; however, it was the press conference following the announcement that sent markets higher as investors interpreted Fed Chair Jay Powell’s off the cuff comments as “dovish.” Yields, credit spreads and implied volatilities (uncertainty… Continue Reading SLOW MONEY – AUGUST 1, 2022
Jean Paul Lagarde hosts Slow Money, which airs Wednesdays on WGSO 990 AM on the Internet at WGSO.com
Jean Paul Lagarde hosts Slow Money, which airs Wednesdays on WGSO 990 AM on the Internet at WGSO.com Title: Fed “surprises” to the high side, stocks fall. Is this capitulation? Description: The ARC Asset Management team discusses the 75-basis point increase by the Fed, the persistence of inflation, and slowing economic trends. It then discusses… Continue Reading SLOW MONEY – JUNE 20, 2022
About that Soft Landing … The ARC Asset Management team discusses the current market volatility spurred to a large degree by inflation, inflation expectations and the resulting path of monetary policy. It’s safe to say a pause in the rate hike path is off the table given the persistence in the inflation data but we’ll… Continue Reading SLOW MONEY – JUNE 13, 2022
Title: What are the Markets Telling us about the Fed’s Chance of a Soft Landing? The ARC Asset Management team discusses recent market movements, the Fed’s inflation dilemma, the direction of interest rates, and whether market indicators are suggesting a soft landing is realistic or not. The team also touches on recent headlining grabbing comments by… Continue Reading SLOW MONEY – JUNE 6, 2022
Barbara Hoover The Beat Exchange, which airs Mondays on WGSO 990 AM and can be heard on the Internet at WGSO.com – tonight’s guests are James Neighbors (Overpasses For America) & Phoenix Kingsley, a friend of the show on the national stage.
The Fly in the Balanced Portfolio Ointment The ARC Asset Management team discusses last week’s CPI (inflation) data, the fact that economists continue to cut GDP forecasts, the University of Michigan Consumer Confidence numbers (weakest since 2011), all while household balance sheets – and corporate balance sheets – remain strong, making the Fed’s job to… Continue Reading SLOW MONEY – MAY 16, 2022
