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Finding Defensive Positions amid ‘Extremely Negative’ Policy Backdrop

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Manage episode 481748242 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Sam Burns is still cautious around a potential market drop, seeing an “extremely negative” policy backdrop and continued uncertainty around trade and earnings. He notes that tariff impacts to economic data haven’t shown up in the data yet. He also reacts to the FOMC decision and says the Fed “can’t save” markets should things go south. Looking for defensive areas, he likes utilities, some financials, and some consumer staples.

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4599 episodes

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Manage episode 481748242 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Sam Burns is still cautious around a potential market drop, seeing an “extremely negative” policy backdrop and continued uncertainty around trade and earnings. He notes that tariff impacts to economic data haven’t shown up in the data yet. He also reacts to the FOMC decision and says the Fed “can’t save” markets should things go south. Looking for defensive areas, he likes utilities, some financials, and some consumer staples.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

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