What's Next For Markets
When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits & Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit whatsnextformarkets.com
What's Next For Markets
Jan Stuart On Why The One-Variable Market Could Become Much Bigger
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In this episode, we sit down with Jan Stuart to unpack the escalating geopolitical crisis in the Middle East and why it could trigger a far broader global repricing across markets. Jan explains why the current disruption around the Strait of Hormuz is far more complex than an oil shock. While markets have largely treated the conflict as a one-variable story tied to crude prices, he argues the real risks lie deeper in global supply chains. We explore how disruptions could ripple through LNG markets, fertilizer supply, aluminum production, chemicals, and even semiconductor manufacturing, potentially creating waves of inflation across the global economy. Jan also outlines why reopening the strait may prove extremely difficult—and why the geopolitical incentives facing leaders like Donald Trump, Benjamin Netanyahu, and Iran’s leadership could make a quick resolution unlikely.
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