Buy Hold Sell, by Livewire Markets
Business:Investing
While the US is technically in a recession, with two negative quarters of GDP growth in the first half of 2022, several leading economists would say otherwise.
Look no further than Goldman Sachs chief economist Jan Hatzius, who recently pointed to solid second-quarter earnings as proof of recession risk rolling over. Or JP Morgan's global head of macro quantitative and derivatives research, Marko Kolanovic, who remains pro-risk, steadfast that the probability of a recession is low.
Then, of course, there's former Deutsche Bank chief economist Ed Yardeni (now of Yardeni Research), who recently noted that the technical indicators are pointing in the direction of the bulls.
But that's all very US-focused. How does this fading risk impact Aussie stocks? Glad you asked.
In this episode, Livewire's Ally Selby was joined by Ben Clark from TMS Capital and Henry Jennings from Marcus Today for their analysis of three stocks that have been hit hard by recession fears.
Plus, they each name their number one pick that could soar if the risk of recession is truly behind us.
Note: This episode of Buy Hold Sell was filmed on Wednesday 17th August 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-to-soar-as-recession-risk-rolls-over/
Buy Hold Sell: 5 stocks with exceptional earnings growth
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)
The secret sauce of good growth stocks (and 2 that tick all the boxes)
Buy Hold Sell: 5 growth stocks for the next 5 years
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
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