Brainard Waves Off a September Pause


Manage episode 330532404 series 3271642
By Risk Reversal Media. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

On this episode of MKT Call, Dan and Liz Young of SoFi discuss:

  • Microsoft cutting its fourth-quarter guidance
  • FactSet's latest breakdown on how analysts are adjusting earnings estimates
  • Fed Vice Chair Brainard indicates she doesn't support a pause in interest-rate hikes
  • Brainard says it's too soon to tell if inflation has peaked
  • Liz's new note on if recent stock gains will be short-lived or the start of a new phase of positive momentum
  • Earnings preview for Crowdstrike, RH, and Lululemon

Read Liz’s blog every Thursday

Sign up for our emails


MKT Call is brought to you by our presenting sponsors SoFi and FactSet.


Watch all of our videos on YouTube

Follow us on Twitter @MKTCall

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Like us on Facebook @RiskReversal

183 episodes