Taking (Another) Rate Hike

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. Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com 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.