In this episode of The Paul Palumbo Podcast, Paul sits down with macro strategist Jack Janasiewicz to break down what’s really happening beneath the surface of today’s market.
Markets Are Hitting Records… But a 15% Drop Could Be Coming In this live discussion, Phil Palumbo breaks down the biggest forces driving markets right now, from geopolitical tensions and record-breaking rallies to a potential shift in Federal Reserve leadership that could trigger volatility. While many believe the worst of geopolitical risk is behind us, […]
Should The FED Cut Rates in July? | Philip Palumbo I was recently invited onto CNBC as a contributor to give my thoughts on if the FED will cut rates in July. Here was my response! Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective […]
My Thoughts on Amazon, Google and Tariff Volitility | Philip Palumbo Just dropped some market insights on the latest segment of Trading 360 with Nicole Petallides! 📈 GOOGL hitting $250? I’m seeing the fundamentals align perfectly. Meanwhile, AWS continues to absolutely dominate the cloud space 🚀 And yes, we need to talk about tariff volatility. […]
Schwab Network Interview | AMZN Bull Thesis in Ads & AWS, Expect July & August Market Volatility Phil Palumbo sees Friday’s jobs report signaling a persisting “robust” economy. He goes as far to say inflation “won’t be a problem” and thinks the Fed’s needs to cut 25 to 50BPS near-term. However, Phil can’t rule out […]
Do Tariffs Really Work? What History & Markets Say Understanding Tariffs: Their Economic and Market Impact With tariffs now front and center, history shows they have had mixed effects on the economy and markets. While past examples like Smoot-Hawley were disastrous, Trump’s tariffs did not derail economic growth or markets. If Trump 2.0 leads to […]