Episode: 16: Why Regional Bank Stocks Will Move Higher


Stansberry Investors MarketCast Logo
Subscribe
16: Why Regional Bank Stocks Will Move Higher

Presidents Trump and Xi pull the plug on China tariffs and give the markets a huge bounce. Scott wonders if the move back from the China “trade war low” a few weeks ago has more to do with interest rates than any trade talk. Does this mean higher rates and a stronger US Dollar are here to stay?

 

Greg and Scott explain why the US economic engine is still running hot when compared to other countries around the world, and what it means for investment capital flow back into American markets. Public companies have increased their buybacks by 40% and are reporting record capital expenditure numbers. John and Scott tell you what this means for stocks in the near term

 

Scott reveals why regional banks have been a hidden gem in the financial sector and how a new bill about to be signed into law could send these stocks into orbit. Greg discusses why the rally in commodities could be a late stage sign of a worried bull market and John answers a listener's question about stock splits.



Stansberry Investors MarketCast
Users who viewed this episode also viewed...

Stansberry Investors MarketCast > Why "Late Cycle Sectors" Are Piling Into This Bull Market

John and Scott recap the week that was – a solid week for the S&P 500 and an even better week for the tech-heavy Nasdaq, with small-caps outpacing both – and John notes how “late cycle” sectors – the areas that usually tag along towards the end of bull markets – are up as much as 10% over the last month...

Stansberry Investors MarketCast > 17: How To Protect Yourself From Eurozone Political Chaos

John and Scott talk about an oil supply battle breaking out between OPEC and Russia. Greg gives two names that he’s following in the oil space, and spots a potential breakdown in the reflation trade. John asks Scott about rising troubles in Europe. Scott says what the impact of political tensions in two of the largest Eurozone economies (Italy and Spain) could mean for the Euro...

Stansberry Investors MarketCast > 20: Signs of a Recession and How to Play a Market Top

Since 2008, the global monetary system has sent trillions coursing through economies on a one way bet for growth. What happens when it all starts to unwind? John and Scott wonder what the Eurozone will look like next year as a breakup of the euro is being tossed around, refugee issues boil over, and QE comes to an end...
Comments (0)

Login or Sign up to leave a comment.

Log in
Sign up

Be the first to comment.