Fiduciary Trust's Sanchez: Solid fundamentals will win out
Release Date: 04/20/2026
Voya's Stein: Rates are rising now so they can fall again soon
Money Life with Chuck Jaffe
Eric Stein, chief investment officer at , says that investors can expect interest rates — particularly on longer-term bonds — will keep rising, but those higher reates "will lead to lower rates because you will see a response on the demand side whether it's through the consumer or through the [capital expenditures] cycle." Stein says that if "demand destruction" doesn't slow the economy too much, recession remains avoidable, particularly in the muted economic cycles that the U.S. has been going through in recent years. In The NAVigator segment, Bryce Doty, senior portfolio...
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KraneShares' Ahern: China's 'not all rainbows, unicorns,' but it's no 'apocalypse '
Money Life with Chuck Jaffe
Brendan Ahern, chief investment officer at — which manages a number of funds tied to China — says that President Trump's recent trip to China was viewed very differently overseas than it was in America. In China, the trip was viewed very positively for establishing trade boards, improving communications and laying a foundation for future negotiations. Domestically, however, the view of China has been that a tepid consumer is making the economy struggle, and that's before inflation kicks up globally based on oil prices. Ahearn, who also is the author of , says China is prepared...
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XYPN's Almeida: 'The biggest risk in front of us is geopolitical risk'
Money Life with Chuck Jaffe
Andrew Almeida, director of investments at XYPN, says that investors shouldn't be too active in responding to the news, but he says that geopolitics is a real threat to portfolios, especially as current tensions linger and change the inflation landscape. Almeida — co-host of , which launches today — notes that the risks you take in reacting to the news are at least as big as the risks you accept when you leave your current portfolio in place and ride it out; he discusses the discipline investors need to pursue their goals while not reacting to the proverbial elephant in the room. Brendan...
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Zacks' Blank: Oil shock will trigger rate hikes and, possibly, recession
Money Life with Chuck Jaffe
, chief investment strategist and chief economist at , says that global central banks — including the Federal Reserve — have shifted to a rate-hiking mode. While some will wait to see when the Strait of Hormuz opens and how long higher oil prices impact inflation, he thinks the lingering tensions will force their hand. Further, he worries that the market's current levels "don't make sense," saying "multiple compression in the stock market should be [investors'] primary concern." Still, Blank says investors want to be fully invested, but possibly building a cash stash to get through some...
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SLC's Mullarkey: Market needs war resolution, or an inflection point is coming
Money Life with Chuck Jaffe
Dec Mullarkey, head of investment strategy and asset allocation at , says that earnings are strong and should keep the stock market rolling, but that signs of weakness shown by the bond market and concerns about how the war in Iran is impacting oil are going to be limiting factors. Mullarkey worries that a longer conflict could turn oil into a global crisis, where rationing and other measures could create more severe and long-lasting economic troubles. If, however, the situation can be resolved quickly, Mullarkey says the shadows over hanging the market should clear quickly, providing a real...
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DeCarley's Garner: Market is 'starting to get wildly overdone'
Money Life with Chuck Jaffe
Carley Garner, senior commodity strategist at , says the stock market looks unbalanced to her, with the current rally built around mechanical issues, like an explosion of option sales that impact market performance. She is expecting a pullback, and says things could get ugly — with the Standard & Poor's potentially losing at least 1,500 points, — about 2,000 points — which is why she has moved an overweight part of her own portfolio into Treasuries. She sounds a note for caution during the conversation, noting that "Markets are unforgiving in the short run, but in the long run they...
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Baird's Mayfield: The Fed is done cutting; market's not done rising
Money Life with Chuck Jaffe
, investment strategist at , says that the Federal Reserve "is going to be very hard pressed to find a reason to cut [rates] here," and he thinks that if the central bank does have to make rate reductions down the road, "it won't be for reasons investors would be excited about." Mayfield says he remains bullish, noting that "a consolidation period is probably in order," setting up a volatile summer setting up a continuation of the bull market later in the year, barring any sort of exogenous shock. And speaking of shocks, Mayfield addresses what he sees as building signs of a market bubble, and...
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ProShares' Hyman: Earnings will keep powering market past headlines
Money Life with Chuck Jaffe
Simeon Hyman, global investment strategist at , says that we have "had the most stunning earnings season in pretty much anybody's recollection," exceeding expectations and making it that the market is more focused on the earnings story than anything else, including bad news about war, inflation and more. He sees that trend continuing, even if inflation rises or stays sticky, until or unless it bumps into a recession, which he sees as unlikely. Hyman also discusses ProShares' new ETF based on the , and how that fund and a sister dividend aristocrats fund can be used to add consistency to a...
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Sanjac Alpha's Wells: Interest rates will rise this year, even if the Fed cuts
Money Life with Chuck Jaffe
Andy Wells, chief investment officer at , says he expects the stock market to continue on its positive roll and wouldn't be surprised if it's up by about 6% from current levels over the next six months, but he also says that investors should expect interest rates to go up this year — even as he thinks the Federal Reserve will look to make a cut — because there is so much incoming bond supply driven by the artificial-intelligence boom and the need to fund A.I. projects. Further, Wells says that investors' bond funds are becoming "a tech bet" as the market changes and tries to absorb the...
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Does the media's soft vs. hard data coverage mislead investors?
Money Life with Chuck Jaffe
Vince Duffy, news director, , joined Chuck at the Society for Advancing Business Editing and Writing Conference in Philadelphia to discuss how the media handles its coverage of soft versus hard data and whether those stories — and others — are politicized. Duffy also talks about coverage priorities and the difficulties of balancing news that consumers need with the things they most want. , chief investment officer at , joins the optimists in his assessment of last week's jobs data, though he does suggest the numbers have room to flex and will make it hard for the Federal Reserve to cut...
info_outlineDavid Trainer, founder and president of New Constructs, has been issuing warnings tied to artificial intelligence for a while, but this week he goes in a different direction, and comes for A.I. users in the Danger Zone," noting that the shortcomings of the new technology and a conflict of interest involved in its continued development have ordinary people relying on information that may not be so reliable.
In "The Week That Is," Vijay Marolia, chief investment officer at Regal Point Capital, looks at how the market is responding to the flip-flop in headlines over the Strait of Hormuz and discusses whether investors should expect the market to take off once there is clarity on the war. He also discusses what's next for earnings season and looks at two business pivots involving name-brand stocks that have gone in very different directions.