AAPL MSFT META GOOG Earnings Volatility | 5% Mortgage Rates Coming? | No Inflation Despite Tariffs | 7000 Up Next for S&P 500 Index?
Description
Derek Moore is joined by Shane Skinner and Mike Snyder to discuss the upcoming huge week in earnings and where the options markets rank the big 4 this week for implied moves. Then, they ask the question of what would need to happen to see 30-year mortgage rates slip lower to 5%. Later, they review the latest (albeit late) CPI figures and note, despite tariffs, no surge in inflation. All this and more plus a couple of recommendations.
Implied volatility around earnings AAPL MSFT META GOOG
Spread between 30-year mortgage rates and the 10-year treasury yield
Spread narrowing plus lower 10-year yields impact on mortgage rates
CPI comes out late but still no surge in inflation
How shelter (housing) is still responsible for most of the CPI YoY change
VIX gets crushed lower after only a week ago piercing the 25 level
Mentioned in this Episode
Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt
Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com
United States
