What Meet Kevin said in this video:
- Oil & Energynegative for stocksshort-termThe host flags Brent back at about 115, 30-40% higher than a month ago, calling it not ideal at all.Source
- Fed Policynegative for stocksshort-termThe host expects a hawkish Fed message today, arguing hot CPI, rising inflation expectations, and loose financial conditions give the Fed no reason to ease.Source
- Inflationnegative for stocksshort-termThe host notes the last CPI report came in hot on both core and headline, 50% of components rising above 3%, and bond-market inflation expectations are higher than before the last meeting.Source
- Fed Policynegative for stocksmid-termThe host treats the Bank of Canada's preemptive hike as a blueprint for the Fed, noting hike expectations through September of next year have risen from 2.94 to 3.1.Source
- AI Capexpositive for stockslong-termCiting SK Hynix reads of 30-80% cloud growth and 2-5x backlog expansion, the host calls the AI build-out quite bullish.Source
- Geopoliticspositive for stocksshort-termThe host takes the contrarian view that the war-mongering headlines are exactly what precedes a deal, maintaining a deal is coming though his hope has stepped down from 95% to 70%.Source