May 05, 2023

Taking (Another) Rate Hike

27 minutes

The Stokes Brothers are back this week to discuss their favorite topic, the Federal Reserve. They question the Fed’s decision to raise rates again, look at the latest bank failure, and examine how these occurrences may slow down the economy.

Key Takeaways

[00:17] - A busy week with a rate hike and more bank failures

[08:54] - The effect of large bank failures on regional banks

[13:34] - The danger of being all in on a certain strategy or sector

[19:04] - The latest snippets from S&P 500 earnings calls/reports

[22:48] - Historical market returns when earnings are up and down YOY

Links

Fed increases rates a quarter point and signals a potential end to hikes

Truflation

Sven Henrich: 99.2% odds of rate cuts before the end of the year

Pranksters posing as Ukraine's president tricked the Fed chair into a phone call

Jim Cramer’s April 19th Western Alliance take

Federal government seizes First Republic Bank and sells to JPMorgan Chase

Ben Carlson: Regional Banking ETF returns vs S&P 500

The top move-out U.S. Metros and their top destinations

McDonald’s says people are cutting out ordering fries

'Labor Shortages' mentions outpace 'Job Cuts' during S&P 500 company earnings calls

Carlson: Over the last 90+ years the stock market has been more likely to see positive returns, double-digit returns, and up years of 20% or more when earnings are down from one year to the next.

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Doug Stokes

Greg Stokes

Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

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