Chief Market Strategist Ellen Hazen, CFA, Discusses Markets on Bloomberg TV

January 23, 2023

Chief Market Strategist Ellen Hazen, CFA, appeared on Bloomberg TV to discuss fourth quarter earnings results, her outlook on the Fed, and where she sees opportunities in the market.

Ellen commented….

“The market is still a bit too optimistic. Company operating margins are still near or at all-time highs. It will be hard for these companies to maintain these margins given the rising cost of labor.”

“Commodities have been underinvested in over the past few years. We don’t expect a commodity super cycle, but we may see commodities reaccelerate here due to supply constraints.”

“We are still expecting volatility for the first half of the year.”

Watch the full segment here. Ellen joins at 16:05.

Disclosures

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