What's Next For Markets – Détails, épisodes et analyse

When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets.

Join the Portfolio Strategy team from Piper Sandler to discuss the outlook for markets and the economy in 2025.

Join us as we discuss the importance of monitoring Purchasing Managers' Index (PMI) data in 2025.

Join us as we discuss how President Trump’s policy agenda with shape the economy and financial markets. In this weeks episode, we will be talking with special guest Don Schneider Deputy Head of U.S. Policy Research at Piper Sandler. Don brings a wealth of policy expertise to the conversation. He previously served as Chief Economist for the House Ways and Means Committee under Chairmen Kevin Brady and Paul Ryan, playing a key role in shaping the 2017 Tax Cuts and Jobs Act (TCJA). Before that, he was an Economist and Budget Analyst for Chairman Ryan on the House Budget Committee.

Join us as we discuss the Tech sector today vs 2000.

Join us as we discuss strategist price targets.

Article Reference, Jonathan Levin “Market Strategists Thankfully Abandon S&P 500 Target“ Bloomberg. July 10, 2024

Join us as we discus our H.O.P.E. framework. This episode is  an excerpt from an interview with Adam Taggart from Thoughtful Money. The full interview is available on the Thoughtful Money Youtube channel.

In this episode of 'What's Next for Markets', we discuss the recent tumultuous week for markets in the wake tariff announcements. We will cover our initial reaction to the moves in the market along with the emerging macro and earnings risks. The episode touches on market sentiment, valuation metrics, and historical parallels. Importantly, in today’s episode we look beyond the obvious bearish narrative to what could go right from here.

How resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research analyst, Peter Keith who covers consumer stocks in the hardline and breadlines industries at Piper Sandler. In this insightful conversation we explore consumer behavior through the lens of Peter’s proprietary mattress sales index and its implications for the broader economic landscape. The discussion highlights key retailers such as Home Depot, Lowe’s, and Wayfair as bellwethers of market trends in housing and sheds light on the challenges and opportunities in the market. The discussion further explores the impact of tariffs on the consumer and which retailers are most at risk.

In this episode, we discuss the significant bifurcation seen in economic and company earnings data over the past few years. Why have some companies excel in this environment, while others struggle? Join us, as we delve into the factors driving this divergence, from the zero interest rate policy post-GFC to the present-day tariff uncertainty. The episode covers the impact of housing on the economy, the role of interest rates, and the ongoing struggles within small caps and key investment strategies we think are best positioned for the road ahead.

To see charts from today's episode visit whatsnextformarkets.com.