Jeff DeGraff

Jeff DeGraff, Chairman at Renaissance Macro Research, and Brian Belski, Chief Investment Strategist at BMO Capital Markets, discuss the tension between President Trump and Fed Chair Jerome Powell over interest rates. They analyze the implications of U.S.-Asia trade tensions on market dynamics and delve into the dollar’s role as the world's reserve currency. Market sentiment is explored, particularly with gold's rising value and the impact of tariffs on investor psychology. The conversation highlights strategies for navigating this uncertain financial landscape.

Lori Calvacina, Head of U.S. Equity Strategy at RBC, and Jeff DeGraff, Chairman of Renaissance Macro Research, bring their expertise to the table. They dive into U.S.-China trade tensions and their market implications, shedding light on investor sentiment. The duo analyzes the negative impact of steel tariffs on automakers like Ford and GM and discusses the Federal Reserve's potential reactions to economic indicators. They also explore the seasonal stock trends and the recent dynamics between stock and bond markets, offering insights for savvy investors.

In this discussion, Kate Moore, Citi Wealth CIO, provides insights on economic conditions, examining the impact of rising Treasury yields on market dynamics. Kevin Gordon, Charles Robb Senior Investment Strategist, explores consumer sentiment, highlighting its resilience amidst sluggish growth. Jeff DeGraff, a top technician, shares crucial insights into the market's recent volatility, focusing on how fluctuating yields influence stock performance. Together, they navigate the complex interplay of market trends, investment strategies, and the implications for future financial landscapes.