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Macro Matters - markets are in flux

CFA Society Chicago · 2026-07-30 · 57 min

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Episode notes

Tony Zhang, Jessica Noviskis and Rich Excell are back to talk about the macro that matters! This time, it is all about the FOMC - is the bond market already giving up on Chairman Warsh? What does that mean for stocks? Will investors switch at some level? It is also about earnings - they have been off the charts, so why aren't stocks higher? The gang touches on all of this. Make sure you reach out to cfachicago.org to get your CE credits after you listen

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