Is it time to go defensive? And by how much?
With dramatic data drops raising questions about a US recession and inflation, is it time to be less confident about rising stock prices. If so, what should your defensive strategy be?
Peter Switzer is the founder of Switzer Group - a content, publishing and financial services firm. Peter is an award-winning broadcaster, talking each morning to 2GB's Ben Fordham about the latest in finance and money. You can read his views daily on Switzer.com.au, and subscribe to Switzer Report for his latest insights, analysis and recommendations.
With dramatic data drops raising questions about a US recession and inflation, is it time to be less confident about rising stock prices. If so, what should your defensive strategy be?
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
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Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
I’ve been sweating on a small cap revival and Jerome Powell’s talk about rate cuts makes me confident that I’m right.
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
Historically when people have said “this time it is different” the market has proved them wrong. But with the arrival of Donald Trump, this time things are unquestionably different. So, the question is: Will his difference work against the market, punishing investors who remain long stocks.
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