What's Next For Markets

Join us as we discuss A.I. & NVDA with Piper Sandler’s Semis Analyst Harsh Kumar. Harsh has covered the semiconductor industry since the mid-1990s. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.

Join us as we discuss why markets fall. In today's show, we look at all the 10% or more S&P 500 market corrections over the last 60 years. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.

Join us as we discus our H.O.P.E. framework. This episode is  an excerpt from an interview with Adam Taggart from Thoughtful Money. The full interview is available on the Thoughtful Money Youtube channel.

Join us as we discuss the importance of monitoring Purchasing Managers' Index (PMI) data in 2025.

Join us as we discuss how President Trump’s policy agenda with shape the economy and financial markets. In this weeks episode, we will be talking with special guest Don Schneider Deputy Head of U.S. Policy Research at Piper Sandler. Don brings a wealth of policy expertise to the conversation. He previously served as Chief Economist for the House Ways and Means Committee under Chairmen Kevin Brady...

Join us as we discuss the Tech sector today vs 2000.

Join us as we discuss strategist price targets. Article Reference, Jonathan Levin “ Market Strategists Thankfully Abandon S&P 500 Target “ Bloomberg. July 10, 2024

Join the Portfolio Strategy team from Piper Sandler to discuss the outlook for markets and the economy in 2025.

When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss curren...