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Financial strategist Brian Belski from BMO joins Michael Batnick and Downtown Josh Brown to discuss S&P price targets, financial indicators, the housing market, BREIT, unemployment, and the possibility of a hall of fame bull market on this entertaining episode.
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Quick takeaways
- Rising interest rates historically result in a positive one-year S&P 500 performance, contradicting the belief that falling rates are better for stocks.
- Real estate sector weight in the S&P 500 at an all-time low, offering opportunities in select names with growth potential like Prologis.
Deep dives
Rising Interest Rates and Stock Performance
Rising interest rates historically have resulted in a positive one-year rolling performance for the S&P 500, with a 14% return during periods of rising rates. This contradicts the common belief that falling rates are better for stocks, highlighting the importance of economic growth and the positive impact on stock returns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode