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
Anna Andreeva on the “Extremely Finicky” Consumer
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Anna Andreeva joins us to break down what’s really happening beneath the surface of today’s consumer. While the consumer remains resilient, Anna describes them as increasingly “finicky” and selective, forcing brands to compete on innovation, differentiation and scarcity. We discuss the growing bifurcation in consumer spending, why experiences and beauty continue to outperform, which brands are successfully maintaining pricing power, and how tariffs are reshaping the industry. Anna also shares her views on the winners and losers across footwear, apparel and beauty, including who are the most exciting brands in the space right now.
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