Episodes
Tuesday Nov 01, 2022
Denise Chisholm’s sector and factor perspectives – October 25, 2022
Tuesday Nov 01, 2022
Tuesday Nov 01, 2022
Denise Chisholm, Director of Quantitative Market Strategy, joins us again today for a look at earnings season and the positive momentum we’ve started to see in equity markets lately. One key theme we’re seeing emerge from earnings is that consumers are resilient, and are continuing to spend, despite today’s inflationary environment. Now we ponder if this will have an effect on the Fed’s interest rate decision next month? And are these gains in the market temporary, or is there more room to run? Denise joins host Bryan Borzykowski to unpack this and more, including looking at recession fears, and sharing her thoughts on sectors to watch and avoid.
Recorded on October 25, 2022.
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