Cele mai bune Herb W Morgan podcast-uri (2025)

1
Fiscal & Monetary Stimulus Are Not Viable Today 26:22

7h ago26:22

26:22

De către Herb W. Morgan

1
Are Earnings Estimates Rolling Over? 13:37

7d ago13:37

13:37

De către Herb W. Morgan

1
Untitled Episode 13:05

14d ago13:05

13:05

De către Herb W. Morgan

1
Jobs, Consumers & Earnings All Solid - Inflation Persists 13:19

28d ago13:19

13:19

De către Herb W. Morgan

1
Slaying Bulls & Bear w/ Herb W. Morgan 19:53

1M ago19:53

19:53

De către Herb W. Morgan

1
DeepSeek Disrupts Big Cap Tech -- Fed to Meet This Week 13:35

1M ago13:35

13:35

De către Herb W. Morgan

1
Earnings Are Great - Inflation Is Not 17:07

2M ago17:07

17:07

De către Herb W. Morgan

1
Strong Data on Services & Jobs -- Stocks Retreat 20:00

2M ago20:00

20:00

De către Herb W. Morgan

1
Valuations Are High - So What? 14:10

2M ago14:10

14:10

De către Herb W. Morgan

1
Final 2024 Commentary & 2025 Predictions — Will Stocks Correct? 25:26

3M ago25:26

25:26

De către Herb W. Morgan

1
Economy Strong, Subtle Gains on Inflation -- Will Know More From CPI & PPI This Week. 10:52

3M ago10:52

10:52

De către Herb W. Morgan

1
Inflation Won’t Go Away — ISMs & Jobs Due 13:23

3M ago13:23

13:23

De către Herb W. Morgan

1
Economic Data Continues to Positively Surprise - PCE Inflation This Week 10:27

4M ago10:27

10:27

De către Herb W. Morgan

1
Valuation Gap Between Stocks & Bonds Widens 12:27

4M ago12:27

12:27

De către Herb W. Morgan

1
Red Wave, Markets Surge, Inflation Up - Fed Cuts Rates 13:15

4M ago13:15

13:15

De către Herb W. Morgan

1
Post Election Economic & Market Commentary 11_06_2024 16:52

4M ago16:52

16:52

De către Herb W. Morgan

1
Presidential Race Tightens - Are Stocks Expensive or Are Bonds Cheap? 17:23

4M ago17:23

17:23

De către Herb W. Morgan

1
With Stocks Up & Bonds Down, Now May Be a Good Time to Assess Your Risk Budget 16:48

4M ago16:48

16:48

De către Herb W. Morgan

1
Trump victory now more likely than now. What does it mean for capital markets? 16:54

5M ago16:54

16:54

De către Herb W. Morgan

1
Fed Taking Big Risk with Inflation Assumptions 10:49

5M ago10:49

10:49

De către Herb W. Morgan

1
Manufacturing Softens Again - Services Remains Strong 17:56

5M ago17:56

17:56

De către Herb W. Morgan

1
Inflationary Pressures Set to Rise on Dock-Worker Strike 15:19

5M ago15:19

15:19

De către Herb W. Morgan

1
Fed cuts .50% -- Can they engineer a soft landing? 12:51

6M ago12:51

12:51

De către Herb W. Morgan

1
Services inflation accelerates - Fed to cut rates this week 15:28

6M ago15:28

15:28

De către Herb W. Morgan

1
Jobs Market Softens, Yield Curve Disinverts 17:02

6M ago17:02

17:02

De către Herb W. Morgan

1
Inflation is not whipped - Fed set to cut rates ahead of election 15:50

6M ago15:50

15:50

De către Herb W. Morgan

1
Market directionality is about NVIDIA this week 14:15

7M ago14:15

14:15

De către Herb W. Morgan

1
Markets Correct - So What? 19:04

7M ago19:04

19:04

De către Herb W. Morgan

1
Fed meeting this week - Will they signal on rates? 16:48

7M ago16:48

16:48

De către Herb W. Morgan

1
Slaying Bulls & Bears with Herb W. Morgan 07_22_2024 14:48

8M ago14:48

14:48

De către Herb W. Morgan

1
Economic & Market Commentary 07_01_2024 13:46

8M ago13:46

13:46

De către Herb W. Morgan

1
Slaying Bulls & Bears with Herb W. Morgan 06_24_2024 20:19

9M ago20:19

20:19

De către Herb W. Morgan

1
Economic Data Slowing -- Will Inflation? 13:28

10M ago13:28

13:28

De către Herb W. Morgan

1
Slaying Bulls & Bears with Herb W. Morgan 05_06_2024 21:38

10M ago21:38

21:38

De către Herb W. Morgan

1
Earnings Ahead - Will Amazon Follow Alphabet With A Dividend? 18:19

11M ago18:19

18:19

De către Herb W. Morgan

1
Big Tech Earnings This Week - Key Inflation Reading Friday 15:49

11M ago15:49

15:49

De către Herb W. Morgan

1
Inflation Has Re-Accelerated 18:39

11M ago18:39

18:39

De către Herb W. Morgan

1
Is The Economy (& Inflation) Re-Accelerating? 17:23

11M ago17:23

17:23

De către Herb W. Morgan

1
An Update on Our Current Portfolio Positioning 39:18

11M ago39:18

39:18

De către Herb W. Morgan

1
Despite Higher CPI & PPI other Data Suggests Progress on Inflation 20:03

12M ago20:03

20:03

De către Herb W. Morgan

1
Is Inflation Re-Accelerating? 11:46

12M ago11:46

11:46

De către Herb W. Morgan

1
Jobs Market To Cool - US Dominates Our Portfolios 15:55

1y ago15:55

15:55

De către Herb W. Morgan

1
The Push & Pull on the US Economy 16:35

1y ago16:35

16:35

De către Herb W. Morgan

1
Earnings Estimates Drift Lower as Stocks Rise 14:08

1y ago14:08

14:08

De către Herb W. Morgan

1
There Will Be No Rate Cuts in March or May - Economy Keeps Rolling! 14:01

1y ago14:01

14:01

De către Herb W. Morgan

1
Manufacturing Surprises Up - Data Strong - This Week is Big 12:11

1y ago12:11

12:11

De către Herb W. Morgan

1
Manufacturing Continues to Slump - Big Cap Tech Rallies 21:10

1y ago21:10

21:10

De către Herb W. Morgan

1
Inflation Data Mixed - Could China Rally in 2024? 10:39

1y ago10:39

10:39

De către Herb W. Morgan

1
Manufacturing Continues to Slow - Services May Be Next 13:00

1y ago13:00

13:00

De către Herb W. Morgan

1
Year End 2022 vs 2023 Metrics - What Will 2024 Deliver 12:58

1y ago12:58

12:58

De către Herb W. Morgan

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