The Common Sense Bull
with Eddie Ghabour
The Summer Volatility Playbook
Is the market rotation a warning sign, or the setup for a summer opportunity? Eddie breaks down the summer playbook in episode three of The Common Sense Bull. Eddie covers the rotation out of technology into economically sensitive sectors and why a broadening market can be a bullish signal, what the long end of the bond curve is telling us about inflation and growth, and why the Fed may be the biggest risk to markets this summer. Plus, the contrarian housing call from earlier this year that may be starting to take shape.
A New Fed Chair, a Hawkish Surprise and Why We Hedged
The market expected a dovish debut from new Fed chair Kevin Warsh. It didn't get one.
In the latest episode of The Common Sense Bull, Eddie Ghabour breaks down what Warsh's commitment to 2% inflation means for markets, why the team chose to hedge ahead of the meeting rather than wait, and how he's reading the path for rates into a choppier summer.
Is a Summer Correction Coming?
Is a stock market correction coming this summer? In Episode 1 of The Common Sense Bull, Eddie Ghabour shares his market outlook and how Key Advisors approaches a potentially choppy few months.
Eddie Ghabour, Co-founder & CEO of Key Advisors Wealth Management, kicks off The Common Sense Bull with his take on where markets stand after a strong run from the March lows, and why he's watching for a choppy summer. He walks through the factors on his radar, from inflation and oil prices to the Federal Reserve transition and the 10-year Treasury, and explains the active, tactical approach Key uses to manage risk through uncertain stretches.