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Zhang Financial Podcast
Zhang Financial Podcast
Latest Episodes
Market Breadth Driving YTD Returns | Market Outlook : 06/12/26
The Atlanta Federal Reserve increased its Q2 GDP forecast from 3% to 3.3%, and the FOMC will meet next week for the first time under new Chair Kevin Warsh. No interest rate movement is expected. The S&P crept up 0.15% this week, despite the...
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Economic Data Too Good | Market Outlook : 06/08/26
Better-than-anticipated economic numbers came out last week, led by non-farm payrolls nearly doubling expectations (+172,000 actual vs. +96,000 expected). This led markets to price in a lower chance of the Federal Reserve lowering interest rate...
Mixed Economic Data, Markets Rise | Market Outlook : 06/01/26
Economic indicators were mixed last week, with PCE coming in better than expected while initial jobless claims and personal income fared worse than anticipated. Still, the S&P 500 rose 1.44% as growth outperformed value. Additionally, inter...
Markets Rise on Hopes for Iran War End | Market Outlook : 05/26/26
Anticipation for a potential end to the war in Iran caused inflation expectations to drop, and the Atlanta Fed raised it Q2 GDP forecast from +4% to +4.3%. Interest rate hikes, rather than cuts, are expected by the end of the year; however, no ...
Tone Shifts on Interest Rates as Inflation Heats Up | Market Outlook : 05/18/26
A few weeks ago, markets were anticipating an 80% chance of no interest rate changes for the rest of 2026. That has since dropped to 49%, paired with a 39% probability of one rate hike due to higher-than-expected inflation. US markets remained ...