You are what your real fed funds rate says you are
Richard Bernstein explains what is happening with the fed funds rate and what to expect from inflation.
Dan Suzuki on Closing Bell Overtime
“I don’t think it makes sense to move in position in portfolios based on one data point especially a data point that is a lagging indicator like CPI is,” states Dan Suzuki on CNBC Closing Bell Overtime.
Stock Rout Is Fed’s ‘Best-Case Scenario’ as Powell-Put Era Ends
Dyanmic is close to ‘best-case scenario’ for the Fed says Dan Suzuki
Michael Contopoulos on Squawk Box
“I think they can get worse, when you think about the four key drivers of the treasury yield, it’s inflation, growth, the size of the Fed balance sheet, Federal Funds rate,” explains Michael Contopoulos on CNBC Squawk Box.
Cash is the only winner in a market gripped by stagflation fear
Dan Suzuki was quoted in Bloomberg discussing the current market volatility and why there is a demand for cash
The job boom that just won't quit
“Markets are starting to realize that the Fed is so far behind that there may be no ‘landing’ at all,” said Richard Bernstein, CEO of Richard Bernstein Advisors and former chief investment strategist at Merrill Lynch.
The Fed’s aggressive hiking campaign will lead to a recession, according to CNBC survey
“It seems incredibly odd to even remotely believe Fed Chair Powell is even a touch hawkish and has any control over inflation,” wrote Richard Bernstein, CEO of Richard Bernstein Advisors.
The Weekly Fix: Checking the 60/40’s Pulse; Carvana Case Study
“For the Fed, this is probably pretty close to the best case scenario -- you’ve had a tightening of financial conditions that has so far been pretty orderly,” said Dan Suzuki, deputy chief investment officer at Richard Bernstein Advisors.
The New Paradigm- Now
Richard Bernstein discusses the current inflationary environment and opportunities for the year ahead.
Tech’s Endless Growth Machine Sputters as Investors Lose Faith
“Underlying the high valuations was a strong belief that these companies would continue to see unparalleled growth and that they could all come out winners,” said Dan Suzuki, deputy chief investment officer at Richard Bernstein Advisors.
Dan Suzuki on Closing Bell Overtime
“I don’t think it makes sense to move in position in portfolios based on one data point especially a data point that is a lagging indicator like CPI is,” states Dan Suzuki on CNBC Closing Bell Overtime.
CNBC | May 09, 2022
Michael Contopoulos on Squawk Box
“I think they can get worse, when you think about the four key drivers of the treasury yield, it’s inflation, growth, the size of the Fed balance sheet, Federal Funds rate,” explains Michael Contopoulos on CNBC Squawk Box.
CNBC | May 09, 2022
Dan Suzuki on Fast Money
Despite Monday’s tech comeback, money manager Dan Suzuki of Richard Bernstein Advisors warns the group is in a “bubble.”
CNBC | May 02, 2022
Michael Contopoulos on The Open
Michael Contopoulos discusses what may happen this week at the #Fed Meeting and expectations for the year.
Bloomberg | May 02, 2022