Saporu: To stay defensive, invest in the energy and healthcare sectors
Delano Saporu, Founder and CEO of New Street Advisors Group, joins Worldwide Exchange to discuss investment options in the trading day ahead.
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Johnson: Inflationary pressures impacting consumers are going to bleed over to corporate earnings
Ivory Johnson of Delancey Wealth Management discusses why investors should stick with defensive sectors such as consumer discretionary and healthcare, and why he’s still positive on the commodity trade.
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Shah: The U.S. consumer has been very resilient, but you’re starting to see signs of cracks forming
Seema Shah, chief global strategist at Principal Global Investors, says the stronger the consumer is today, the more the Fed will have to hike rates, so that will increase the chances of a recession later on.
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Katz: The hope is the market takes earnings season in stride, and looks to the next 6-12 months
David Katz of Matrix Asset Advisors believes stocks will be significantly higher a year from now, and highlights names in the financial, consumer discretionary and medical products sectors.
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David Konrad: The financials trade has been largely oversold
David Konrad, Managing Director of Equity Research at KBW, joins Worldwide Exchange to discuss bank earnings ahead of Bank of America and Goldman Sachs reports this morning.
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Ben Emons: The strong dollar could put a strain on emerging markets
Ben Emons, Managing Director of Global Macro Strategy at Medley Global Advisors, joins Worldwide Exchange to discuss expectations for Fed rate hikes, the inflation picture, and emerging markets.
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Exclusive: Raytheon CEO Greg Hayes says supply chain issues will persist into 2023 or 2024
Greg Hayes, CEO of Raytheon Technologies, joins Worldwide Exchange to preview the Farnborough Air Show.
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SEB: We need to remember we have an energy crisis overall globally beyond oil
Bjarne Schieldrop, chief commodities analyst at SEB, says Russia is a major linchpin in the global energy markets, as it’s the largest exporter of oil and natural gas in the world.
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