The Three Things We Learned This Week: Recent Episodes
Cumulus Media Detroit
Get key insights on recent financial news and market outlooks from the investment management team at Huntington Private Bank®.
Huntington Private Bank® Chief Investment Officer John Augustine says investors enjoyed a sigh of relief after some good news about inflation. He adds that investors’ patience is now being rewarded so far in the third quarter, and that American businesses will need to focus on productivity.
Huntington Private Bank® Director of Investment Management Chad Oviatt discusses the strength of the U.S. economy, particularly the U.S. labor market, which added 528,000 jobs in July. He adds that inflation data suggests some slowing as food and full costs are decreasing, and that 75% of S&P companies releasing Q2 earnings thus far beat expectations.
Huntington Private Bank®, Chief Investment Officer John Augustine discusses the Federal Reserve’s raising of the Fed Funds Rate 75 basis points this week, as expected. He also explains how the economy has contracted two quarters in a row, but adds stocks are getting some support from a better-than-expected Q2 earnings season.
Huntington Private Bank® Director of Investment Management Chad Oviatt discusses how the housing market might be trending toward stability. He says all eyes will be on next week’s Federal Reserve meeting to see if they raise rates by 75 or 100 basis points, and outlines how 70% of S&P companies have exceeded Q2 earnings expectations.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how the International Monetary Fund recently cut its 2023 U.S. economic forecast, how second quarter earnings for large public companies are starting flat, and how markets – commodities, and bonds – are starting to focus on an economic slowdown next year.
Huntington Private Bank® Director of Investment Management Chad Oviatt discusses the Federal Reserve’s June meeting minutes revealing a laser focus on inflation, hawkish tone, and a possibility of rates rising another 75 basis points next month. Listen in as he outlines a resilient labor market, and lowered expectations for Q2 U.S. Corporate earnings.
Huntington Private Bank® Chief Investment Officer John Augustine discusses a tough first half of the year for investors, the potential of commodity prices to offer some inflation relief, and four areas of focus that markets will be watching in July.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how the Federal Reserve presented its newly hawkish stance before Congress, and how business customers are reporting mixed trends, but with one constant them, ‘Help Wanted.’ He concludes speaking about stocks rebounding, while bond and commodity markets soften.
Huntington Private Bank® Chief Investment Officer John Augustine discusses global central banks being committed to price stability, how the risk of a recession is moving higher, and while markets have had a tough week, patience is still warranted.
Huntington Private Bank® Chief Investment Officer John Augustine describes the road to a normal economy as a bumpy one. He says businesses should stay close to forward order books, while investors should keep proper time horizons and be patient.
Huntington Private Bank® Chief Investment Officer John Augustine points to evidence that the U.S. economy is slowing, but the U.S. jobs market remains strong. He stresses that with all the crosscurrents, advisors should review their order book for the second half of the year, which is what their equity team will be doing with July corporate earnings reports.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how well the stock market rebounded this week, the bond market’s new tone in May, and how energy prices are unrelenting in their movement upward.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the stock market and investing in a volatile period, the shifting of U.S. consumer spending, and the bond market’s day-to-day fluctuation.
Huntington Private Bank® Director of Investment Management Chad Oviatt discusses another volatile week for the markets that saw the S&P 500 on track for its sixth consecutive week of decline–the most since 2011. He also focuses on inflation, cryptocurrencies, consumer sentiment, and the need for patience.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the Fed’s recent rate hike, China’s struggling economy and what prompted the latest market volatility.
Huntington Private Bank® Director of Investment Management Chad Oviatt discusses the surprise news of GDP contracting in the first quarter, continued impacts and challenges of the war in Ukraine, and what recent earnings tells us about the strength of U.S. companies.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how markets received a new source of volatility, the need for more houses built, and how earnings season is starting off with a positive tone.
Huntington Private Bank® Director of Investment Management Chad Oviatt discusses the latest on inflation, shares insights on interest rates, and predicts outcomes for first quarter earnings.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the Fed’s game plan, how ‘maximum bearishness’ has likely been achieved, and how earnings season starts next week with low expectations.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the first quarter from three perspectives: how markets were dominated by movements in commodity prices, the U.S. economy starting 2022 on a positive tone, and how policy was dominated by the Fed starting a new tightening cycle.
Huntington Private Bank® Chief Investment Officer John Augustine discusses commodity prices reversing and moving higher, what global central banks are focusing on and why domestic stocks are now outperforming bonds.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the Fed’s big move, what’s going on with commodity prices and why markets had a good week.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how companies are responding to Russia, the performance of commodity markets this week and why U.S. economic and earnings fundamentals remain healthy.
Huntington Private Bank® Chief Investment Officer John Augustine shares perspective on the Russia-Ukraine conflict, why inflation is likely to stay higher for longer and market reaction to the Fed’s outlook.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the Russia-Ukraine conflict, initial market reaction to the invasion and why the U.S. Treasury market has returned its focus to the Fed.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how the Russia-Ukraine conflict and central banks are controlling markets, what it means that the 10-year Treasury is holding at 2% and why the U.S. economy started this year on better-than-expected footing.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how inflation is here and intensifying, bond yields are moving noticeably higher, and how stocks are holding their own with earnings beating estimates.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the pivotal role of central banks this year, how small businesses are responding to the labor shortage and why higher crude oil prices may be here to stay.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the Federal Reserve’s inflation focus, why diversified portfolios are faring better amid the market volatility, and the significance of strong U.S. consumer spending last year.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how the stock market is nervous and choppy, but fundamentally sound. He also discusses how the housing market ended in 2021 with a strong tone and why crude oil prices may stay high, at least for the first half of this year.
Huntington Private Bank® Chief Investment Officer John Augustine discusses mixed signals from the Federal Reserve, the latest inflation developments and which stocks are outperforming the market.
Huntington Private Bank® Chief Investment Officer John Augustine shares why the Federal Reserve’s December meeting minutes made headlines to start the new year—and why markets responded negatively. He also discusses the current surge in Covid-19 cases and its economic impacts.
Huntington Private Bank® Chief Investment Officer John Augustine discusses why central banks around the world pivoted on policy, how markets reacted to the news and some year-end moves by Congress.
Huntington Private Bank® Director of Investment Management Chad Oviatt discusses market reaction to the omicron variant, the health of the U.S. economy and the Federal Reserve’s possible next move.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the Fed’s recent hawkish stance, the U.S. economy’s reacceleration and the concept of liquidity.
Huntington Private Bank® Chief Investment Officer John Augustine discusses how there is still no news on the announcement of new Federal Reserve leadership, the robustness of economic activity reports in October, and how strong retail sales show we are still shopping in brick-and-mortar retailers.
Huntington Private Bank® Chief Investment Officer John Augustine discusses inflation’s latest impact, the bond market’s focus on interest rates and the significance of two blue-chip companies announcing in the same week that each is breaking up into smaller companies.
Huntington Private Bank® Chief Investment Officer John Augustine shares insights on the positive market news this week and the importance of reviewing retirement plans and other planning documents this time of year
Huntington Private Bank® Chief Investment Officer John Augustine continues to share the team’s insights on the latest market moves and economic news.
Huntington Private Bank® Chief Investment Officer John Augustine discusses the solid performance of stocks in 2021, the factors that are contributing to the elevated U.S. federal government deficit, and the “why” behind the hawkish approach of global central banks.
Huntington Private Bank® Chief Investment Officer John Augustine discusses progress in the pandemic, what the bond market is now signaling and the big topic on everyone’s mind.
October 8, 2021 ~ Huntington Private Bank® Director of Investment Management Chad Oviatt shares the team’s insights on the latest market moves and economic news.
October 1, 2021 ~ Huntington Private Bank® Chief Investment Officer John Augustine shares perspective on the economy and markets for this week. Find out why Congress achieves only 25% of its near-term objectives, learn about the coming turnover at the Federal Reserve Bank, and know what to expect in the fourth quarter of 2021.
September 24, 2021 ~ Huntington Private Bank® Chief Investment Officer John Augustine explains how policy “unknowns” became known this week, why the housing market came back to life last month, and what to do now that the bond market woke-up.
Friday, September 17, 2021 ~ Huntington Private Bank® Chief Investment Officer John Augustine shares insights on the recent tax policy proposals, the latest news on inflation, and the current pullback in markets – and why that’s okay.
Friday, September 10, 2021 ~ Huntington Private Bank® Director of Investment Management Chad Oviatt discusses three hot topics: jobs and unemployment, increasing chatter about Fed tapering and the push for additional fiscal stimulus.
Friday, September 3, 2021 ~ Huntington Private Bank® Chief Investment Officer John Augustine shares insights on stocks continuing to push higher, cracks beginning to show in the global economy and why August was quite a month for markets.
Friday, August 27, 2021 ~ Huntington Private Bank® Chief Investment Officer John Augustine discusses the Fed’s latest policy move, plans for more fiscal stimulus, and what drove this week’s market rebound.
Friday, August 20, 2021 ~ John Augustine, Chief Investment Officer of Huntington Private Bank®, shares insights on the latest market and economic moves. This week, he focuses on China and a developing “war on wealth,” how the commodity market is taking a hit, and the resiliency of U.S. stocks.
Friday, August 13, 2021 ~ Huntington Private Bank® Chief Investment Officer John Augustine discusses the potential for more U.S. fiscal spending, the surprising drop in consumer sentiment and how markets are responding to all the recent headlines.
Friday, August 6, 2021 ~ Huntington Private Bank® Director of Investment Management Chad Oviatt explains the debate around the virus, shares the significance of the latest employment report, and discusses Q2 earnings.
Friday, July 30, 2021 ~ Huntington Private Bank® Chief Investment Officer, John Augustine, discusses how the Fed continues to assess progress and holds on current policy, how U.S. consumers were out in full force during the second quarter, and how corporate earnings continue to amaze.