Higher Rates, Energy Leadership, and What February Volatility Could Mean for Markets скачать в хорошем качестве

Higher Rates, Energy Leadership, and What February Volatility Could Mean for Markets

In this episode of Wall Street Beats Roundtable, host Steve Lamar is joined by Charlie Peabody and Robert Morris to unpack a market that’s quietly shifting beneath the surface. A new Fed Chair nomination rattles long-end rates, mortgage stocks crack, and questions resurface around the durability of the “Fed put.” While rate-sensitive names sell off, energy continues to assert leadership—backed by geopolitics, discipline, and cash flow. The panel breaks down: Why rising long-term yields are pressuring mortgage and housing names A potential inflection point at Flagstar Financial after its first profitable quarter in two years What Chevron’s strong execution says about integrated energy leadership Why Exxon’s weakness isn’t a thesis breaker—yet How cold weather, geopolitics, and storage dynamics are shaping natural gas A renewed case for cyclicals, chemicals, and staffing stocks tied to a “run-hot” economy Why February could bring volatility, profit-taking, and a subtle shift toward risk-off signals Precious metals and Bitcoin may already be hinting at what’s coming next. This is not about headlines. It’s about where pressure is building—and where capital is quietly holding its ground. Wall Street Beats delivers institutional-level market insight every weekday. Subscribe for real conversations, real positioning, and what the market isn’t saying out loud. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join now at wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.