nichenya+spasi: strategist:

As markets (^GSPC, ^IXIC, ^DJI) rally in anticipation of the FOMC meeting on Wednesday, Macro Risk Advisors Head of Technical Strategy John Kolovos joins Catalysts to provide his insights on market outlooks. Kolovos admits to being concerned about the "nature of how" markets experienced a downturn in April. He explains that there was "a cascading…

Federal Reserve rate cut expectations are diminishing, with the markets scaling back from their original forecasts of six rate reductions in 2024. BlackRock's Global Co-Head of Bond ETFs Steve Laipply shares his insights on the fixed income landscape amid the growing uncertainty surrounding the Fed's policy path. Laipply acknowledges the "dramatic shift" in rate cut…

OpenAI announced a new flagship chatbot called GPT-4o, which can operate in 50 different languages with improved speed and quality, according to Chief Technology Officer Mira Murati. This announcement comes ahead of a potential deal between OpenAI and Apple (AAPL) to put ChatGPT in iPhones, Bloomberg reports. Moor Insights & Strategy Founder and CEO Patrick…

As stocks come under pressure ahead of the highly anticipated Big Tech earnings week, FS Investments Chief Market Strategist Troy Gayeski joins The Morning Brief to discuss the implications for investors. Gayeski attributes the sell-off to "stronger economic growth, leading to stronger inflation," which has resulted in the pricing out of expectations for Federal Reserve…

The US Dollar Index (DX-Y.NYB) is moving to the upside as the Federal Reserve's preferred inflation gauge, the Personal Expenditure Consumption (PCE) Index, came in hotter than expected. TD Bank Global Head of FX and EM Strategy Mark McCormick joins Yahoo Finance to give insight into the FX market and inflation's impact on the dollar.…

Despite the lingering uncertainty, investors remain hopeful that the Federal Reserve will decide to cut rates in the near future. Joining the Morning Brief, State Street Macro Multi-Asset Strategist Cayla Seder discusses why she believes consumer resilience will drive the Fed's decision on rate cuts. Seder suggests a rate cut could materialize in 2024, although…

Despite the lingering uncertainty, investors remain hopeful that the Federal Reserve will decide to cut rates in the near future. Joining the Morning Brief, State Street Macro Multi-Asset Strategist Cayla Seder discusses why she believes consumer resilience will drive the Fed's decision on rate cuts. Seder suggests a rate cut could materialize in 2024, although…

The first-quarter US GDP (gross domestic product) print grew by 1.6%, a slower pace than was expected for the quarter. Carson Group Chief Market Strategist Ryan Detrick joined the Morning Brief to discuss his market outlook following pressures sparked by the latest data print. Detrick points out that, historically, markets "tend to be a little…

The Federal Reserve came out of its May FOMC meeting last week with a decision to leave interest rates unchanged. US equity markets (^GSPC, ^DJI, ^IXIC) have begun to price that in as stocks continue to see gains, but could there be something different on the horizon? Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus…