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On a recent episode of the Behind the Markets podcast, Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, joined to share his insights into the current state and outlook of the economy and global markets. Christopher Gannatti recaps the conversation.
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Earnings season never really ends, and listening closely can be powerful for uncovering both positive and negative trends. Samuel Rines exhibits a positive outlook for the U.S. consumer based on the performance of companies like Costco, Ross Stores and Constellation Brands.
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For the past 30 years, inflation has been a non-issue for consumers, but the dynamic has changed. Against this backdrop, Samuel Rines explores the impact of rising inflation on consumer sentiment and the potential impact of recent announcements of price cuts by major retailers.
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The FOMC is always data-dependent, but the dependency is not always the same. Samuel Rines discusses the shift in focus of the Federal Open Market Committee, from the labor market to inflation, and the implications of this change in their policy framework.
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Sometimes, earnings season provides clarity to the economic outlook; sometimes, it does not. This earnings season is a bit of both. Samuel Rines reviews a few companies’ earnings reports and emphasizes the importance of understanding U.S. consumers.
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Our Global Chief Investment Officer, Jeremy Schwartz, recently joined Advisor Perspectives’ Gaining Perspective podcast to share his latest takes on the economy, inflation, interest rates, market valuations and more.
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