What I need to see to turn bullish…

I'm getting a lot of questions regarding last week's monologue, when I stated I'd gone bearish. While data shows inflation is coming down—along with the price of oil (the sector with the largest impact on consumers)—the Fed seems hell-bent on more interest rate hikes. I share what I need to see to rejoin the bullish camp… and why I'm struggling to find a growth catalyst for markets. But it's not all negative… There are two sectors you can scale into now… and reap the rewards once the Fed finally realizes its plan is working and eases rates. (Hint: One is biotech.) In this episode The Fed is ignoring the data on inflation [0:30] Oil prices' critical impact on consumers [2:00] What I need to see to become bullish again [7:30] What to look for in earnings estimates [12:04] Why "don't fight the Fed" is a two-way street [21:00] Two sectors to scale into right now [28:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: https://twitter.com/frankcurzio Facebook:. https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/frank-curzio-690561a7/ Website: https://www.curzioresearch.com