Money Life with Chuck Jaffe

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NDR's Clissold: Economy, market can weather rate hikes and 5% bond yields

September 11, 2026

Ed Clissold, chief US strategist at Ned Davis Research, says that economic indicators continue to look fine, but that growth is now driven by artificial-intelligence capital spending and wealth-effect spending by consumers who have benefitted from the rising market, which means that the positive trends can continue ""provided you don't get something that knocks the market on its back." Clissold worries that Federal Reserve chairman Kevin Warsh "may have backed himself to a corner here," putti...

Natixis' Janasiewicz: 'Slowing' economy remains a solid base for earnings

September 10, 2026

Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers, says that the market's ability to keep running depends on the "up and to the right" trend continuing, and he expects that to continue even if the slope of the line gets flatter. There's a difference, Janasiewicz says, between a slowing economy and a slow one, noting that slowing conditions can still be a good backdrop for corporate earnings — "which is really all that matters here" — rather than a slow market, which o...

MacroTides' Welsh: This market will keep running, but a bear market is coming

September 09, 2026

Macro strategist Jim Welsh, publisher of the Macro Tides and Weekly Technical Review newsletter, says that the advance-decline line has been making new highs for months, which is a signal that "the odds of experiencing a significant decline is unlikely," so while he thinks there are storm clouds on the horizon that could cause a 7-10 percent market decline around mid-term elections, he thinks a secular bear market is still well off into the future. After the short-term correction, Welsh sees ...