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How investors can position for President Trump's Fed Chair pick
CNBC Television· 2025-12-16 20:27
Market Analysis Based on Potential Fed Chair Picks - Reflexivity's analysis suggests different investment strategies based on who is chosen as the next Federal Reserve chair [1][3] - The platform uses odds calculation to provide optimal positioning advice [3] Investment Strategies Under Different Scenarios - If Kevin Hasset is chosen, the best strategy is to invest in small-cap stocks, benefiting from potential immediate rate relief and higher expected growth [3][4] - Small caps have 60% floating rate debt versus 30% for large caps, making them more sensitive to rate changes [4] - If Kevin Warsh is chosen, financial sector stocks (e g, XLF) are preferred due to his perceived stability and market trust [5][6] - A Warsh appointment is expected to steepen the yield curve, benefiting banks [6] Investment Strategy for Uncertainty - If the choice between candidates is unclear, the Vanguard Dividend Appreciation ETF (VIG) is recommended [7][8] - VIG performs well in a lower rate environment, as companies maintaining dividends often have pricing power [8] - VIG offers diversification across financials, healthcare, tech, and consumer staples [8] - VIG provides lower volatility and lower expected reward, suitable when the outcome is uncertain [8][9]
Chinese President Xi joined by Russia's Putin, North Korea's Kim Jong Un at huge military parade
CNBC Television· 2025-09-03 10:53
Welcome back to Squbox. This morning, Treasury Secretary Scott Besson will reportedly begin interviewing candidates this Friday to be the next Federal Reserve chair. The Wall Street Journal reporting that interviews will continue next week.It'll be conducted either in person or via video conference. Among the nearly dozen candidates that have been mentioned as potential picks to head the US Central Bank, National Economic Council Director Kevin Hasset's on that list, former Fed Governor Kevin Worsh, we've h ...
Treasury Sec. Bessent on potential to serve as next Federal Reserve chair
CNBC Television· 2025-07-03 17:45
Yeah. Fighting the last war as as we've seen with regulators. So, do you think that they're being they're being political. Do you think that Peter Pal is political.Uh I I think that it's a it's a vote a vote of the FOMC, the voting members. So, u you know, we we'll see. There seems to be a big dispersion in the so-called dotplot, the summary of economic projections between the Trump appointees and the non-Trump appointees.Uh, I'll let you read into that what you want. No, I pointed it out before. Waller and ...