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: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
Buy Hold Sell: 5 stocks with cyclical tailwinds
Buy Hold Sell: 5 undervalued growth stocks
How to uncover the next Afterpay
Buy Hold Sell: 5 undiscovered micro-cap gems
Buy Hold Sell: 3 stocks smashing expectations and 2 overlooked winners
Volatility ahead, why these fundies aren't selling yet
Buy Hold Sell: 3 outstanding results and 2 shockers
Buy Hold Sell: 3 tech titans and 2 long-term winners
Why these fundies are still bullish on tech platforms
Buy Hold Sell: 3 global giants and 2 due for a pullback
Buy Hold Sell: The 5 highest-yield stocks on the ASX
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