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Positioning Ahead of the Fed 8/24/22

Halftime Report

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Equities - What's the Biggest Risk Trade in 2022?

We think there is one more major risk trade in 20 22, and the catalyst will be in and around conference season. Between mid september and mid october, if you have cash on the side lines or your under weight equities, to me, i think you need be thinking about repositioning. Eo dous nask, but if he went to ask put he might say, something isant know, chris harvey of wells fargo to day has a really interesting note. Equities probably find stability post jackson holl is what he says. And then he gives you a final trade of the year.

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