What I need to see to turn bullish…

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

🗓️ 6 September 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

I’m getting a lot of questions regarding , when I stated I’d gone bearish. While data shows inflation is coming down—along with the price of oil (the sector with the largest impact on consumers)—the Fed seems hell-bent on more interest rate hikes. I share what I need to see to rejoin the bullish camp… and why I’m struggling to find a growth catalyst for markets. But it’s not all negative… There are two sectors you can scale into now… and reap the rewards once the Fed finally realizes its plan is working and eases rates. (Hint: One is biotech.) In this episode The Fed is ignoring the data on inflation [0:30] Oil prices’ critical impact on consumers [2:00] What I need to see to become bullish again [7:30] What to look for in earnings estimates [12:04] Why “don’t fight the Fed” is a two-way street [21:00] Two sectors to scale into right now [28:50] 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,
0:05.0	heard on mainstream financial media to bring you unscripted interviews and breaking commentary
0:10.0	direct from Wall Street, right to you on mainstream.
0:16.0	It's going up there, it's September 6th.
0:19.0	I think there's just a Wall Street Unplug Puck, so I break the headlines and...
0:25.0	Tell you what's really moving with these markets.
0:29.0	Hopefully you enjoyed a nice long weekend.
0:33.0	College for Bullstarting, Pro Football starts next week,
0:36.0	which is the greatest thing in history, which is awesome.
0:39.0	But now it's back to work.
0:41.0	Some are kind of officially over.
0:44.0	And I'm starting to get a lot of questions because of my last monologue.
0:48.0	Right, I'll tell you I'm nervous about the markets.
0:51.0	So the Fed is clueless, looking to raise raise significantly from here,
0:54.0	while shrinking its balance sheet at the same time as what?
0:59.0	China is in horrible, horrible shape, horrible shape.
1:02.0	Europe is even worse.
1:05.0	You was indicated showing clear signs and inflation is moderating.
1:08.0	Velocity of money, the level's not seen since a great depression,
1:11.0	where money is clearly, clearly flowing out of the market.
1:15.0	The Fed's achieving its goal.
1:17.0	Well, they're not admitting it.
	...

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