Connect with us

Financial Podcasts

Investors: What You Need to Be Watching in the Days and Weeks Ahead


Investors: What You Need to Be Watching in the Days and Weeks Ahead

Equities get wobbly as bond yields heat up while bitcoin continues to make headlines amidst a GDP miss for the 4Q as the greenback falls even further

Tematica’s investing mixologists Chris Versace and Lenore Hawkins share some take-aways from this month’s Inside ETF conference and discuss what is happening in the Blockchain/bitcoin world that has so many captivated. Chris and Lenore then breakdown last week’s December quarter GDP that came in below expectations and what it means in the context of earnings estimates for 2018 that have been revised upward over the past few weeks to an unprecedented level. They point out just how much of the GDP growth was dependent on consumer spending and what that means going forward as consumer debt climbs while the personal savings rate drop to near record lows.

Related: Is This Market Detached From Reality?

Tematica’s duo then tackle the recent market turbulence, what is likely driving it and what you need to be watching in the days and weeks ahead. We are seeing a boom in M&A of historic proportions as the S&P 500 breaks all records for the most consecutive trading days without a 5% pullback as global market volatility drops to 60-year lows. This market is breaking all kinds of records, but can that continue? Listen in to hear their take on what it all means.

Companies mentioned on this podcast

  • Alphabet (GOOGL)
  • Amazon (AMZN)
  • Apple (AAPL)
  • Bank of America (BAC)
  • com
  • Campbell Soup (CPB)
  • Capital One Financial (COF)
  • Charles Schwab (SCHW)
  • Citigroup (C)
  • Constellation Brands (STZ)
  • Pepper Snapple (DPS)
  • E*TRADE Financial Corp (ETFC)
  • Facebook (FB)
  • Ford (F)
  • Goldman Sachs (GS)
  • Green Mountain
  • JM Smucker (SJM)
  • Kroger (KR)
  • MasterCard (MA)
  • McDonald’s (MCD)
  • Morgan Stanley (MS)
  • Overstock (O)
  • SAP SE (SAP)
  • TD Ameritrade Holdings (AMTD)
  • Uber
Continue Reading