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 to play the commodities squeeze
The party in commodities isn’t over
Buy Hold Sell: 5 stocks riding the red-hot energy sector
Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
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