Steve Sosnick, Interactive Brokers’ chief strategist, discusses what trends he’ll be watching as the first quarter draws to an end.
Two big variables in the weeks ahead, according to Sosnick, will be the US Federal Reserve’s rethink on monetary tightening and the ongoing Brexit drama in the United Kingdom.
Photo Credit: Rosemarie Voegtli via Flickr Creative Commons
Signs are growing the Fed may shift away from loose monetary policy
We discuss various parts of the consumer reaction function that help explain the divergence between consumer sentiment and some important pieces of macro data. We also give thoughts on what this disconnect may mean for consumer and voter behavior.
Sizemore Global Macro portfolio manager was recently interviewed by E-Commerce Times.
Not as big a difference as you thought?
