Peak inflation is here… and I’ll tell you how to play it

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 28 June 2022

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

With all the negative headlines right now, it seems like some of the positive headlines are being overlooked… I start today’s show with the positive results from the Fed’s recent bank stress test… the major signs inflation is finally peaking… and why I expect the Fed to end its rate-hiking path. I share why the worst of the selloff is behind us—and which sector I’m looking to buy right now. What’s causing the massive volatility in the oil market? I break down the battle between buyers and sellers… and why I expect it to continue. Turning to earnings season, I explain why you need to pay close attention to the major retailers’ reports… and red flags to watch out for across the board as companies’ results start pouring in. Finally, I’ll be a keynote speaker at the Metaverse Expo, held July 8–10 in Las Vegas. … And if you’re a Curzio One member, shoot me an email—I’d love to meet up with you there (booth B02). In this episode: The bank stress test is a huge positive for the market [1:00] Inflation is finally slowing down [7:25] The battle in the energy market [9:03] Why you need to watch big retailers this earnings season [12:10] It’s time to buy equities [15:45] Red flags to watch for in quarterly results [19:40] Assets I’m looking to buy [24:00] Come meet me at the Metaverse Expo [34:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial
0:06.4	media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.5	right to you on mainstream.
0:13.5	I'm going up here to the June 28th.
0:19.2	I'm Frank Kursh just a Wall Street Unplug podcast where I break down headlines and…
0:28.6	What's really moving these markets?
0:33.8	You know, a lot has been happening over the past 10 days in terms of the financial markets
0:40.4	and the data being reported.
0:41.4	And I feel like it's being underreported, not really being mentioned in the media because
0:47.2	we have Roe vs Wade which is going on and I won't go there.
0:51.5	Again, you're not going to change anyone's mind, it's 50-50 split, maybe a little more
0:57.3	or less depending on what side you're at, but that's been dominating the media emotions
1:03.0	and all craziness which, you know, I've been telling you and day-on-today, listen, you
1:07.0	know, if you want to hold up a sign, you want to be emotional about that, it's fine, but
1:09.8	for us, it's how to make money on things.
1:13.8	But when I'm looking at the markets and the data that's reported, I'm surprised, I'm surprised
1:19.6	not getting more coverage.
1:20.6	I'm just talking about the last 10 days or so.
1:22.5	So I want to start with, just recently, the stress test for the banks.
1:27.1	So these stress tests will put in place after the credit crisis, make sure banks had enough
1:30.1	capital on the balance sheets to withstand these three things which happen at the same
1:34.0	time, a 10% unemployment rate, it's going to rise above 10%, general 50% drop in stocks
	...

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