Markets & outlook · Podcast

Putting Economic And Q3 Market Headlines Into Context For Clients, With James Liu

The episode is built around client conversations rather than forecasts: it suggests how advisors can address concerns about headlines and discuss politics and national debt without letting politics drive investment decisions. It may be useful for advisors preparing talking points for client meetings.

On the publisher’s site

Summary

By the markets & outlook desk

James Liu, founder and CEO of Clearnomics, joins the Financial Advisor Technician podcast to walk through the market and economic headlines clients are likely to raise, including higher bond yields, oil prices, AI and the upcoming midterm elections. The episode frames these as topics advisors can put into context so clients stay focused on long-term goals. It also covers what rising yields mean for portfolios, how today's rate environment compares with 2022, commodity return patterns, the earnings behind equity returns and the defensive role of bonds.

Headlines flagged in the discussion include higher bond yields, oil prices, AI and elections.
The episode looks at what rising bond yields mean for portfolios and why the current rate environment differs from 2022.
It covers the earnings supporting current equity returns and how to put the AI boom into perspective.
It discusses how to talk about the upcoming midterm elections and national debt without letting politics drive investment decisions.

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