Odd Lots

Here's What Just Happened to the Stock Market and the Economy

May 9, 2022

Neil Dutta, Head of Economics at Renaissance Macro Research, and Luke Kawa, Allocation Strategist at UBS Asset Management, delve into the chaos of today's financial markets. They discuss the drastic downturn in growth stocks and rising inflation's impact on the economy. The duo breaks down the Federal Reserve's aggressive interest rate hikes and examines the effects of global events like the Ukraine invasion and China's lockdowns. Their insights offer strategic advice for navigating this turbulent economic landscape and managing investments wisely.

50:48

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Episode guests

Neil Dutta

Luke Kawa

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Episode notes

Intro

2min

Navigating Market Turbulence

24min

Navigating Economic Shifts in Homeownership and Investment

13min

Navigating Mortgage Rates and Market Shifts

13min

The Art of Productive Discourse in Economic Discussions

1min

Understanding Recent Stock Market Dynamics and Economic Signals

3min

It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, growth stocks which have gotten clobbered. Treasuries are down. Inflation is hotter than it's been in years. For the first time in ages, the Fed is hiking aggressively, having just moved by 50 basis points, with premises to do more. Plus there's a host of other shocks we're experiencing from the ongoing effects of the pandemic, the invasion of Ukraine, and the hard lockdowns in China. So how to make sense of it all? On this episode we speak with Neil Dutta, Head of Economics at Renaissance Macro Research and Luke Kawa, Allocation Strategist at UBS Asset Management, to make sense of what's going on, and what to watch next.

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