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cover of episode Sizing Up Stocks and the Oil Market

Sizing Up Stocks and the Oil Market

2025/6/23
logo of podcast Barron's Live

Barron's Live

AI Chapters Transcript
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In this segment, Keith Lerner from Truist Advisory Services explains their neutral market outlook, suggesting a balanced approach neither overly bullish nor defensive. The recent geopolitical events are considered, but their view remains cautiously optimistic.
  • Truist upgraded equity outlook to neutral from less attractive.
  • Neutral means investors should be more aligned with their long-term targets.
  • Market is in a trading range, along with interest rates.
  • Wait-and-see period with the Fed and other factors.

Shownotes Transcript

What do increased hostilities in the Middle East mean for equity and energy markets? Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn check in with Keith Lerner, co-chief investment officer at Truist Advisory Services, to discuss the markets' reaction, and the outlook from here.

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