What's Next For Markets

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 current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits & Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste i

What's Next For Markets is a business podcast hosted by Michael Kantrowitz, with 83 episodes on record and a Required Pod Score of 80.

Michael Kantrowitz hosts What's Next For Markets, a business show with 83 episodes published.

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  What's Next For Markets

  The AI Economy: Separating Fact From Hype

  Sep 27, 202623 min

  In this episode, Michael and Stephen dig into one of the biggest questions facing markets: how much of the current economic and earnings strength is actually being driven by AI? Using company-level data built from thousands of earnings-call transcripts, they examine AI adoption, the companies benefiting from the AI build-out, and how many are actually seeing measurable improvements in margins and fundamentals. They also explore why the broader earnings recovery extends well beyond AI, what the data says about employment, and where pricing power and inflation pressures are showing up across sectors and industries. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

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  What's Next For Markets

  What’s Driving the Market Into Year-End?

  Sep 20, 202613 min

  The third quarter is nearly in the books, and in this episode we take a look at what could drive markets through the final months of the year. With earnings expectations remaining strong, the focus is increasingly shifting toward market multiples and the forces behind them, particularly interest rates, oil prices and expectations for Fed policy. Michael explains why a market that has become mathematically cheaper isn't necessarily more attractively valued, and why the outlook for oil and rates could be the biggest swing factor for stocks into year-end. They also discuss the fading potential for further multiple expansion among the mega-cap AI names and why investors may want to increasingly focus on profitable companies with strong earnings momentum as the economy moves toward 2027. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

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  What's Next For Markets

  Kurt Lewis on the Fed, Inflation and the Future of Rates

  Sep 6, 202621 min

  Interest rates have been one of the biggest market stories of 2026, but what is really driving them higher? Kurt Lewis of Piper Sandler joins the podcast to break down the outlook for the Fed, inflation, real rates and the term premium. We discuss why the 10-year Treasury may have a hard time returning to 4%, whether deficits are actually driving rates higher, how oil and supply shocks have changed the bond market, and why a higher neutral rate could mean a very different interest-rate environment going forward. We also discuss the Fed’s dot plot and whether it has become more trouble than it’s worth. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

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  What's Next For Markets

  Anna Andreeva on the “Extremely Finicky” Consumer

  Aug 30, 202621 min

  Anna Andreeva joins us to break down what’s really happening beneath the surface of today’s consumer. While the consumer remains resilient, Anna describes them as increasingly “finicky” and selective, forcing brands to compete on innovation, differentiation and scarcity. We discuss the growing bifurcation in consumer spending, why experiences and beauty continue to outperform, which brands are successfully maintaining pricing power, and how tariffs are reshaping the industry. Anna also shares her views on the winners and losers across footwear, apparel and beauty, including who are the most exciting brands in the space right now. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

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  What's Next For Markets

  Treasury Buybacks, Tariffs & the Next Market Shock with Don Schneider

  Aug 23, 202620 min

  Don Schneider joins us to break down Treasury’s surprise buyback announcement and what it signals about the bond market, long-term rates and the government’s broader issuance strategy. We also discuss the persistent U.S. deficit, whether the economy can actually grow its way out of the debt burden, the outlook for tariffs and the market-moving policy decisions that could emerge between now and the midterm elections. Don also weighs in on the growing political risks surrounding AI, data centers and the massive infrastructure buildout behind the AI boom. For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

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