At this point, I think some of the consumer staples are oversold, says Wheelhouse’s Ann Berry
Ann Berry, Wheelhouse CIO, joins ‘Power Lunch’ to discuss what has to change for inflation to go away, whether there’s any way we avoid a recession and where the best opportunities are in equity markets.
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Building material prices up 36% as inflation hits all sectors of economy
CNBC’s Diana Olick reports on inflation pressures hitting homebuilder companies.
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Supply side is really stretched in the crude market and refining sector,’ says Rapidan’s McNally
Bob McNally, Rapidan Energy Group founder and president, joins ‘Power Lunch’ to discuss the biggest issue that’s driving gasoline prices higher, what is needed to balance the energy markets and more.
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There’s potentially a lot more room on the downside for equities, says Peter Boockvar
Peter Boockvar, Bleakley Advisory Group, joins ‘Power Lunch’ to discuss the drivers of equity markets, what a reduction in earnings estimates would do to markets and more.
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We’ll have above mean GDP growth this year and mean GDP growth next year, says Art Hogan
Art Hogan, National Securities chief market strategist, joins ‘The Exchange’ to discuss the market and what he sees for U.S. economic growth.
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Russian energy is going off the market, causing a shortage of inventory, says Clearview’s Book
Kevin Book, Clearview Energy Partners managing director, joins ‘The Exchange’ to discuss oil stocks and gas prices, and the impact of taking Russian oil off the market.
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All year we’ve seen a slow bleed of Apple and Microsoft, says Simpler Trading’s Danielle Shay
Danielle Shay, Simpler Trading vp of options, joins ‘The Exchange’ to discuss the stock market plunge, as well as Apple and Microsoft stocks.
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This bubble looks very much like 2000, says GMO’s Jeremy Grantham
Jeremy Grantham, GMO co-founder, joins ‘The Exchange’ to discuss historical bubbles and how he sees today in comparison to 2000.
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