Zhang Financial Podcast
Zhang Financial Podcast
Latest Episodes
Mixed Economic Data, Markets Rise | Market Outlook : 06/01/26
Economic indicators were mixed last week, with PCE coming in better than expected while initial jobless claims and personal income fared worse than anticipated. Still, the S&P 500 rose 1.44% as growth outperformed value. Additionally, inter...
Markets Rise on Hopes for Iran War End | Market Outlook : 05/26/26
Anticipation for a potential end to the war in Iran caused inflation expectations to drop, and the Atlanta Fed raised it Q2 GDP forecast from +4% to +4.3%. Interest rate hikes, rather than cuts, are expected by the end of the year; however, no ...
Tone Shifts on Interest Rates as Inflation Heats Up | Market Outlook : 05/18/26
A few weeks ago, markets were anticipating an 80% chance of no interest rate changes for the rest of 2026. That has since dropped to 49%, paired with a 39% probability of one rate hike due to higher-than-expected inflation. US markets remained ...
Jobs and Earnings Impress, Markets Rise | Market Outlook : 05/11/26
Non-farm payrolls landed at 115,000, exceeding the predicted 73,000. 89% of S&P 500 companies have reported Q1 earnings, and 84% of those have beaten expectations. Moreover, the average outperformance is 18.2%; this caused the index to rise...
GDP Exceeds Expectations, Stocks Finish Strong April | Market Outlook : 05/04/26
Q1 GDP grew at 2%, beating expectations of 1.3%. The Atlanta Federal Reserve is expecting a strong Q2 as well, projecting 3.5% growth. Interest rates remained unchanged, with markets pricing in a 77% probability of no rate movement through the ...