No Recession – Wall Street Economists Flip

Posted by

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:

►Earnings – “Average commercial and consumer loans were both down from the second quarter as higher rates and a slowing economy have weakened loan demand, and we’ve continued to take some credit tightening actions.”

►A Luxury Slowdown – JPM says spending is “normalizing”

►Economists Flip – “economists lower recession probability below 50% and say Fed is finished raising interest rates”

►Bond Incinerator – Long term bonds are having their own dotcom bust moment.

►Grayscale – SEC declines to appeal ruling in Grayscale’s favor. Now what?

►The Non-AI Bubble – Has the Ozempic reaction gone too far?

►Make The Case

►Mystery Chart

and more!

Thanks to YCharts for sponsoring this episode! Click here to receive your own copy of the “Top 10 Visuals for Clients & Prospects” slide deck, and remember, you can get 20% off your initial subscription when you start your free YCharts trial and tell them we sent you (new customers only).

Talk to us about your portfolio or financial plan here

Standard disclaimer

Sign up for The Compound newsletter and never miss out: https://email.thecompoundnews.com/subscribe

Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

HowIInvestMyMoney