This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet:
https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999
Views, opinions, products, services, and strategies discussed are not
endorsed or promoted by Fidelity Investments. Fidelity Brokerage
Services LLC, Member NYSE, SIPC
In this episode of the Risk Reversal Podcast, hosts Dan Nathan and Guy Adami welcome Michael Kantrowitz, Chief Investment Strategist and Head of Portfolio Strategy at Piper Sandler. The discussion delves into Kantrowitz's HOPE framework, which stands for Housing, Orders, Profits, and Employment, and its relevance in the current economic climate. They discuss the nuanced macroeconomic indicators and the impact of inflation, interest rates, and employment on the economy and market forecasts. Kantrowitz emphasizes the importance of analyzing specific economic data points and the K-shaped economy. The conversation also touches on home equity, credit spreads, consumer confidence, manufacturing, and the potential implications of AI on the labor market. Kantrowitz presents a cautiously optimistic view of the economic landscape for 2026, predicting improved conditions in cyclical sectors despite ongoing uncertainties.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
