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cover of episode No pivot, No Pause: What Investors Do Now 11/3/22

No pivot, No Pause: What Investors Do Now 11/3/22

2022/11/3
logo of podcast Halftime Report

Halftime Report

Shownotes Transcript

Frank Holland and the Investment Committee debate how to trade the market following the feds no pivot no pause mantra yesterday. How much hawkish talk is priced into the market already? Plus, is a year-end rally still possible, the committee weigh in? And later, Morgan Stanley’s Chief Global Economist Seth Carpenter joins us to discuss why he sees a notable economic slowdown that borders on global recession coming.