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Arora: Peak Tariff Uncertainty Behind Us, Peak Economic Uncertainty is Not

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Manage episode 482588128 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Nigam Arora says he's bullish on the markets as institutions are now in what he calls a "chase mode" of the current rally. His company's plan to take profits in Feb. 2025 on tariff uncertainty led them to reposition ahead of April's downturn and take advantage of lower prices. Nigam sees a 60% chance of stagflation, but doesn't believe a recession is imminent. On individual stocks he says today marks the first signs of capitulation for UnitedHealth (UNH). Nigam adds that his company is buying Microsoft (MSFT) and TXNM Energy (TXNM). Nigam also likes Cybersecurity stocks & Boston Scientific (BSX) in a stagflationary environment.

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4569 episodes

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Manage episode 482588128 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Nigam Arora says he's bullish on the markets as institutions are now in what he calls a "chase mode" of the current rally. His company's plan to take profits in Feb. 2025 on tariff uncertainty led them to reposition ahead of April's downturn and take advantage of lower prices. Nigam sees a 60% chance of stagflation, but doesn't believe a recession is imminent. On individual stocks he says today marks the first signs of capitulation for UnitedHealth (UNH). Nigam adds that his company is buying Microsoft (MSFT) and TXNM Energy (TXNM). Nigam also likes Cybersecurity stocks & Boston Scientific (BSX) in a stagflationary environment.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

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