Stock Market Inflation - Tim Pagliara Interview
January 7, 2022
"The data suggests that the economy is stronger and that the Fed is going to have to continue on the path of tightening through reducing asset purchases and that we're headed towards higher interest rates," said Tim Pagliara, chief investment officer, CapWealth, based in Franklin, TN.
"It's time for (the Fed) to do what you would do after a period of easing and very accommodative monetary policy."
(Source: https://www.reuters.com/markets/europe/futures-edge-higher-ahead-nonfarm-payrolls-report-2022-01-07/)
“The Federal Reserve is walking a tight rope by trying to halt inflation and it is common to see market valuations contract as the market weighs what the future looks like, especially in growth companies whose earnings are all in future dollars,” wrote Tim Pagliara, chief investment officer at CapWealth.
(Source:
https://www.barrons.com/articles/stock-market-today-51641810432)
"The Federal Reserve is walking a tightrope by trying to halt inflation and it is common to see market valuations contract as the market weighs what the future looks like, especially in growth companies whose earnings are all in future dollars," said Tim Pagliara, chief investment officer at Franklin, Tennessee-based CapWealth. "But it isn't on autopilot; if the unemployment rate continues to fall and inflation continues to rise, then the Fed is likely to act. If Omicron has a larger impact on the economy, the Fed will once again act accordingly."
(Source: https://www.thestreet.com/markets/stock-market-today-inflation-pounds-tech-omicron-tests-growth)
“The data suggests that the economy is stronger and that the Fed is going to have to continue on the path of tightening through reducing asset purchases and that we’re headed towards higher interest rates,” Tim Pagliara, chief investment officer of CapWealth, told Reuters. “It’s time for (the Fed) to do what you would do after a period of easing and very accommodative monetary policy.”
(Source: https://www.etftrends.com/core-strategies-channel/value-etfs-gain-after-december-jobs-data/)
