About this episode

Guy Adami and Liz Thomas discuss market volatility, economic indicators, and investment opportunities for the second half of the year.

Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss recent “momentum on, momentum off” volatility, with semiconductors swinging and earnings season starting with banks that have traded well despite a flattening yield curve. They debate rising long-term Treasury yields, arguing hikes aren’t appropriate in a slowing economy and tying yield pressure to Middle East conflict, oil inflation fears, and U.S. fiscal indiscipline, with the bond market challenging the Fed’s 2% target under new Chair Kevin Warsh. They touch on private equity weakness versus tight credit spreads, whether credit cycles still exist amid repeated policy “saves,” and upcoming CPI (3.8% expected) and PPI (6.2% expected). They flag Japan’s weakening yen and stressed bond market as an underappreciated risk, review gold’s move as central-bank and retail flows shift, and outline a second-half view: stocks higher but volatile, with opportunities in Mag Seven, financials, healthcare, commodities, and energy. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions…

People in this episode

Host: Guy Adami

Guest: Liz Thomas

Topics covered

• market outlook
• volatility
• Treasury yields
• private equity
• credit cycles
• economic indicators
• investment opportunities

Keywords

• market volatility
• Treasury yields
• CPI
• PPI
• private equity
• investment opportunities
• gold
• Middle East conflict
• economic slowdown

Sponsors

Astraeus Wealth Management

Mentioned in this episode

Organizations: Astraeus Wealth Management, Fed, Kevin Warsh

Products: gold

Places: Middle East, Japan

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