Strong Earnings Couldn't Save Markets From Meltdown
A strong earnings season was not enough to save the markets from a down day of trading Tuesday, another sell off in what's been a pretty depressing year so far for stock markets.
The Dow Jones closed down around 420 points, and was down as much as 600 during the day. The Nasdaq was down more than 120 points, and the S&P 500 fell 35 points.
Art Hogan, the chief market strategist for B. Riley FBR, said in an interview with Cheddar that this market downturn is the exact opposite of what investors might expect after a series of strong first-quarter earnings reports.
He said something else is weighing down the Dow.
"I think it all predicates itself around fears of bad trade policy," said Hogan.
In the fourth quarter of last year, chief executives were excited about the potential of tax reform, but that optimism has shifted, he said.
Now, in their earnings calls, executives are expressing concern about trade policy, tariffs, higher input costs, and commodity prices going even higher. Those changes could affect earnings beyond this quarter, Hogan said.
"While the earnings are spectacular ー they are nothing short of spectacular in the earnings reports themselves ー the tone of the conference calls has changed," said Hogan. "And the market is getting to a point where we are concerned what we are doing about trade policy."
When it comes to advice on what to do now, Hogan said to stay cyclical and, in a rising interest rate environment, avoid high dividend yield sectors like utilities and telecoms.
For full interview, [click here](https://cheddar.com/videos/markets-close-down-over-400-points).
Breaking down the good, the bad, and the new in business on Monday, June 13, 2022, with JP Morgan's bullish Apple take, EV startup Electric Last Mile Solutions planning to declare bankruptcy, and Amazon getting ready to roll out its new drone delivery service in California.
Jay Hatfield, Chief Investment Officer at Infrastructure Capital Management, joined Closing Bell to break down the big factors leading to this latest market meltdown, as inflation and an upcoming Fed policy decision affect investor sentiment.
Tech apprenticeship platform Multiverse became a unicorn with a $1.7 billion valuation, after raising $220 million in a Series D round. As companies across the country face challenges in hiring and retaining tech talent, Multiverse says it's trying to offer a solution with a new way to train and hire workers that can serve as an alternative to college and corporate training. Sophie Ruddock, VP and GM North America of Multiverse, joins Cheddar News' Closing Bell to discuss.
Bitcoin's price has fallen below $24,000, its lowest level since December 2020. Matt Hougan, CIO at Bitwise Asset Management, joined Cheddar News to discuss the future of crypto amid the latest high-profile point of concern, the halting of withdrawals at Celsius Network. "Last month we saw Luna collapse. This month we're seeing Celsius possibly collapsing," he said. "So this stress test is finding weaknesses in the crypto ecosystem and it will continue until we get to a strong foundation from which crypto can recover."
An analyst at JP Morgan is predicting massive future growth for Apple in its music and gaming divisions — to the tune of more than $8 billion in revenue by 2025. Cheddar News anchors Kristen Scholer and Hena Doba discuss the glowing forecast for the tech giant.