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cover of episode Positioning Ahead of the Fed 7/6/22

Positioning Ahead of the Fed 7/6/22

2022/7/6
logo of podcast Halftime Report

Halftime Report

Shownotes Transcript

David Faber and the Investment Committee discuss how to position your portfolio ahead of the Fed minutes. Are 75-basis point hikes on the horizon? Plus, big banks reporting next week and Steve Weiss is shorting the XLF, he explains why. And later, Industrials are down almost 20% this year, the Committee take their positions on the sector. Plus, one member of the committee trimming a mega-cap tech name.