Where to Invest in Turbulent Times

Kristina Hooper, Invesco Chief Global Market Strategist, and Tracy Alloway, co-host of the Odd Lots podcast, talk about recent market moves and whether fixed income has become a haven. They also dive into Citrix’s recent debt debacle.
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20 Comments

  1. THE FOMC IS OVER – Still no change on the market. We are already in the big crash, Inflation is a catastrophe. This CPI report is a colossal failure. To bring the housing market to a halt, the FED will have to pull all the stops. The unfortunate issue is that other markets are being decimated. If you want to stay green, you have to rely on a lot of diversification. Currently up 14% and being careful. Still a better deal than leaving it in a savings or checking account yielding 0-1 percent interest…

  2. Gold, Platinum and silver is the best deal for now, it might look as its falling but its just a market reevaluation which is happening as other stocks are too volatile.

  3. Honestly I appreciate you and your content < Technical Analysis is good but I find It truly baffling that major crypto youtubers just look mostly at pure T.A and completely ignore the bigger narrative of why BTC is pumps/pumped and why the future outlook will be even rosier than it seems. It's kinda irresponsible to ignore the fact that each ETF launch so far has caused a major dump at the peaks of BTC. We were already on shaky footing with historically low volume and almost pure whale pumps,narrowly avoiding a long-term bear market. More emphasis should be put into day tradiing as it is less affected by the unpredictable nature of the market. I have made over 12BTC from day tradng with Aaron Casey insights and charts.His been one step ahead of other analysis.

  4. P.S AGAIN AS I'VE SAID MANY TIMES THAT IT'S A HUGE TIME TO BUY GOLD + ENERGY (+YEN) AGAINST US$ BITCOIN EURO (+POUND) CHINA YUAN (+H.K$)!!!!!!!!!:) AGAIN ANOTHER HUGE COLLAPSE OF THE ENTIRE CRYPTO COINS LED BY BITCOIN ALREADY STARTED BY THE FED'S RATE HIKING CYCLE THAT AGAIN US 2YR YIELD VS ITS 10YR YIELD SPREAD WILL BE IN THE RANGE OF 100BP FROM 51BP BEFORE END OF 2ND Q OF 2023!!!!!!!!!!!!!!!:)

  5. US$ = US DEBT (T – BONDS) CANNOT GENERATE ELECTRICITY NOR PRODUCING PRECIOUS METALS LIKE GOLD MEANS COMPARE TO COMMODITY US$ HAS NO INTRINSIC VALUE OF THE REAL ECONOMY!!!!!!!!!!:) SAME AS CRYPTO COINS WHICH IS BASED ON US$ PAYMENT SYSTEM!!!!!!!!!!!!:)

  6. THIS IS THE BEGINNING POINT OF 'MULTILATERAL CURRENCY SYSTEM' FROM US$ DOMINANCE PAYMENT SYSTEM THAT ———- > AS WE ARE SEEING THAT EXCEPT US$ = TOO EXPENSIVE US DEBT (= T – BONDS) ———- > ALL OTHER ASSETS ARE GOING WEAKER INCLUDING COMMODITIES THAT HAVE INTRINSIC VALUES OF THE REAL ECONOMY < ———— MEANS US$'S BUBBLE IS ABOUT TO POP VERY VERY SOON!!!!!!!!!!!:) < —— DO THE MATH!!!!!!:)

  7. DO THE MATH THAT DURING THE STAGFLATION TIME = MORE AND MORE UP AND UP OF THE UNEMPLOYMENT RATE + LOW GDP GROWTH BUT HIGH INTEREST RATES MEANS ———– > IN THE END PUSH US$ DOWN AGAINST OTHER CURRENCIES ESP FROM LOW INFLATION RATE + LOW UNEMPLOYMENT RATE + RELATIVELY (+) GROWTH SUCH AS JAPAN YEN KOREAN WON TAIWAN$!!!!!!:)

  8. DO THE MATH THAT INDEED THE BIGGEST STAGFLATION IMPETUS OF US ECONOMY IS TOOOOOOOOOOOOOOOOOO BUBBLED US$!!!!!!!!!!!!!!!:) < ——– AS YOU SAW THE COLLAPSE OF U.K BONDS MAREKT YESTERDAY WILL BE HAPPENING IN THE US T – BONDS VERY VERY SOON!!!!!!!!!!!:) ——— > AGAIN TOOOOOOOOO LATE TO FIX THE FINANCIAL ENGINEERING PROBLEMS FROM THE BUBBLED US$ = TOO EXPENSIVE T – BONDS!!!!!!!!!!!!:)

  9. INDEED WE ARE SEEING THE LAST MOMENT OF US$ BITCOIN CHINA YUAN (+H.K$) EURO (+POUND)!!!!!!!!!:) ———– > AGAIN US 3RD GDP WILL BE (-) GROWTH AGAIN BECAUSE OF TOOOOOOOOOO BUBBLED US$ = TOOOOOOOOOOOOOO EXPENSIVE US DEBT (= T – BONDS)!!!!!!!!!!:)

  10. AGAIN AND AGAIN IT IS TOOOOOOOOOOOOOOOO LATE TO FIX THE ENGINEERING PROBLEMS FROM TOOOOOOOOO MUCH BUBBLED US$ = TOOOOOOOOOOOO EXPENSIVE T – BONDS MEANS ——– > WHETHER YOU AGREE OR NOT US$ HAS ALREADY LOST ITS PRIVILEGED POSITION AS THE BIGGEST RESERVER CURRENCY!!!!!!!!!:)

  11. US FED TERMINAL RATE WILL BE +7% FROM WHERE IT IS NOW IN THE 1ST HALF OF 2023!!!!!!!!!!!!!!!!:). ——— > US FED IS LOSING A HUGE FIGHT THAT ——- > AGAIN AND AGAIN WHO IS BUYING US FED'S 9 T$ BALANCE SHEET? ——— > THE ANSWER IS NOBODY!!!!!!!!! IN FACT TOOOOOOOOOOOOOOOOOO MUCH BUBBLED US$ = TOOOOOOOOOOOO EXPENSIVE US T – BONDS (= DEBT) ———- > THERE ARE MORE AND MORE US$ FLOCKING INTO THE FED'S RRP FACILITY TO GET INTEREST RATES MEANS US FED + US TREASURY HAVE TO PAY MORE AND MORE NEW INTEREST FOR +2.5T$ IN THE RRP FACILITY MEANS ——– > MORE AND MORE STAGFLATION COMING AND COMING TO HIT THE ECONOMY AND ——– > THE FED MUST HIKE HIGHER AND HIGHER ITS FUNDS RATE FROM 3.25% NOW TO 7% STRAIGHTLY BEFORE END OF 2ND Q OF 2023 ——— > THEN US 2YR + 10YR YIELDS ARE GOING TO BE IN THE RANGE OF 100BP SPREAD —— > IN OTHER WORDS US 2YR WILL BE 8.5% – 9.0% +/- VS US 10YR WILL BE 7.5% – 8.0%!!!!!!!!!!!!!!:)

  12. This post is so valuable and so honest. I am very grateful for this content, I have been making losses trying to make profit trading. I thought trading demo account is just like trading the real market… can anyone help me out or at least advise me on what to do.?

  13. Every financial goals requires patience, deduction and consistent spirit knowing that investment is currently the most lucrative business in the world, both NFT, real estate,stocks and Crypto shares are really positively changing peoples lives.

  14. WHETHER YOU AGREE OR NOT WE ARE NOW ENTERING THE BIGGEST EVER ECONOMIC CRISIS SINCE THE BEGINNING OF THE 20TH CENTURY THAT IT WILL BE EVEN MUCH MUCH MUCH WORSE THAN THE GREAT DEPRESSION IN 1930S!!!!!!!!!!!!!!!:) AND IT WILL BE GOING ON AND ON FOR THE NEXT SEVERAL DECADES AT LEAST UNTIL 2035YR – 2040YR!!!!!!!!!!!:)

  15. AS I'VE SAID BEFORE THAT MOST OF PEOPLE DO NOT KNOW WHAT IS REALLY GOING ON AND ON IN US + EU (+ U.K) + CHINA ECONOMY THAT NOW US SKY IS FALLING MUCH MUCH MUCH MUCH MUCH FASTER THAN MARKET'S EXPECTATIONS THAT AGAIN AS I'VE SAID MANY TIMES HERE IN BLOOMBERG CHANNEL THAT ——- > THIS IS NOT A JUST NORMAL BOOM AND BURST CYCLE OF THE ECONOMY UNDERSTAND?!!!!!!!!!!!!!!!!!!!!!:)

  16. THAT'S WHAT I HAVE BEEN SAYING ABOUT US ECONOMY'S BIGGEST PROBLEMS THAT AGAIN US ECONOMY CANNOT GO FURTHER FROM HERE UNLESS A HUGE ECONOMIC RESTRUCTURING HAPPENING IN IT!!!!!!!!!!!!!!!!:) ———- > IN OTHER WORDS AS I'VE SAID MANY TIMES THAT THE DEBT DRIVEN ECONOMY BASED ON ABSURDLY BUBBLED US$ = T – BONDS HAS PASSED THOSE INFLECTION POINT (2008YR) + TIPPING POINT (2020YR – 2021YR)

  17. ——– > NOW LONG STORY SHORT THAT THERE WILL BE MORE AND MORE INTEREST RATE – HIKNGS BY THE FED TO DEAL WITH ITS SUPER STAGFLATION FROM THE FINANCIAL ENGINEERING PROBLEMS CAUSED BY THE TOOOOOOOOOOOOOOO MUCH BUBBLED = TOOOOOOOOOOOOOO EXPENSIVE US T – BONDS!!!!!!!!!!!!!:)

  18. LARRY SUMMERS KNOWS CLEARLY THAT AS I'VE SAID MANY TIMES ALREADY ——- > PARADOXICALLY SPEAKING WHY MORE AND MORE STRENGTH OF US$ HAD BEEN CAUSING MORE AND MORE HIGH INFLATION IN US ECONOMY ——- > NOW IT ALREADY BECAME STAGFLATION SOOOOOOOOOOOOOOOO FIRMLY IN US ECONOMY THAT AGAIN DO THE MATH MORE AND MORE STRENGTH OF US$ ON THE SURFACE IT LOOKS LIKE MAKE IMPORTING PRICES CHEAPER BUT UNDER SURFACE ———- > IT BECOMES ALSO MORE AND MORE IMPETUS OF HIGH INFLATION AGAINST US ECONOMY SIMULTANEOUSLY WITH IMPORTING HIGH INFLATION FROM MANUFACTURING COUNTRIES!!!!!!!!!!!!!!!!!!!!!:) WHY? BECAUSE SIMPLE MATH THAT WHEN US$ GOES STRONGER THAN OTHER CURRENCIES ESP BASED ON SUPER LOWER BONDS YIELDS OF T – BONDS MEANS US ECONOMY HAS NO OTHER OPTIONS BUT BUILDING MORE AND MORE DEBT = ISSUING MORE AND MORE T – BONDS!!!!!!!!!!!!!:) YOU KNOW WHAT I MEAN? ———- > LONG STORY SHORT NOW THOSE IMBALANCE BETWEEN US$'S STRENGTH = TOO EXPENSIVE US T – BONDS VS INFLATION IN OTHER MANUFACTURING COUNTRIES HAS PASSED THE INFECTION POINT IN 2008YR + TIPPING POING IN 2020 – 2021YR ——— > MEANS AS WE ARE SEEING NOW THAT YIELDS OF US T- BONDS ARE SOARING UP AND UP AND STAGFLATION ENTRENCHED IN THE US ECONOMY!!!!!!!!!!!!!!:)

  19. IN FACT AS I'VE SAID MANY TIMES ALREADY SINCE THE 3RD Q OF 2021 THAT THERE WILL BE MORE AND MORE COLLAPSING OF BONDS MARKET THAT WE SAW YESTERDAY FROM U.K GILT CRASH DOWN BY (-) 5% – (-)20% THAT ———– > U.K. 1Y 3.5120 3.5310 3.6390 3.2090 -0.0190 -0.54% 23/09
    U.K. 2Y 3.9445 3.9930 4.0050 3.4820 -0.0485 -1.21% 23/09
    U.K. 3Y 4.0115 3.9980 4.0750 3.4380 +0.0135 +0.34% 23/09
    U.K. 4Y 4.1745 4.1540 4.1950 3.5560 +0.0205 +0.49% 23/09
    U.K. 5Y 4.0840 4.0610 4.1330 3.5260 +0.0230 +0.57% 23/09
    U.K. 6Y 4.0260 4.0070 4.0280 3.4720 +0.0190 +0.47% 23/09
    U.K. 7Y 4.0505 4.0400 4.0420 3.5360 +0.0105 +0.26% 23/09
    U.K. 8Y 3.8855 3.8580 3.8800 3.4400 +0.0275 +0.71% 23/09
    U.K. 9Y 3.9015 3.8830 3.8880 3.4930 +0.0185 +0.48% 23/09
    U.K. 10Y 3.8455 3.8290 3.8430 3.4520 +0.0165 +0.43% 23/09
    U.K. 12Y 3.988 3.974 3.997 3.619 +0.014 +0.35% 23/09
    U.K. 15Y 4.0915 4.0810 4.1260 3.7670 +0.0105 +0.26% 23/09
    U.K. 20Y 4.126 4.100 4.111 3.786 +0.026 +0.63% 23/09
    U.K. 25Y 4.122 4.103 4.127 3.800 +0.019 +0.46% 23/09
    U.K. 30Y 4.072 4.050 4.133 3.734 +0.022 +0.54% 23/09
    U.K. 40Y 3.757 3.752 3.760 3.454 +0.005 +0.15% 23/09
    U.K. 50Y 3.720 3.710 3.741 3.422 +0.011 +0.28% 23/09

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