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Hawkish Pause? Jay Hatfield Says Earnings Matter More

Published 1 week, 5 days ago
Description

Will the Federal Reserve move markets—or are investors looking in the wrong place?

Join Todd M. Schoenberger as he welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for another edition of Hatfield Economics.

With the Federal Reserve expected to leave interest rates unchanged, Jay explains why investors should expect a "hawkish pause" rather than another rate hike—and why the market has likely already priced in the Fed's next move.

Instead, Jay argues that this week's Big Tech earnings could have a much greater impact on Wall Street than the Fed itself.

Jay also explains why interest-sensitive sectors remain under pressure despite stable inflation data and why he believes current market rotation reflects changing interest-rate expectations—not the beginning of a broader market downturn.

Whether you're an active trader or long-term investor, this episode delivers actionable insights into the macroeconomic forces shaping today's markets.


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