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Financial Sense(R) Newshour

Financial Sense(R) Newshour

Jim Welsh: Why I'm Raising Cash

Sep 12, 2026 · 23 min

Sep 11, 2026 – Can stocks keep defying rising rates and soaring energy costs? Macro Tides’ Jim Welsh explains why he expects a Fed hike—and why it may not launch a prolonged tightening cycle. He flags…

Sep 11, 2026 – Can stocks keep defying rising rates and soaring energy costs? Macro Tides’ Jim Welsh explains why he expects a Fed hike—and why it may not launch a prolonged tightening cycle. He flags weakening market breadth, crowded AI...

Sep 11, 2026 – Can stocks keep defying rising rates and soaring energy costs? Macro Tides’ Jim Welsh explains why he expects a Fed hike—and why it may not launch a prolonged tightening cycle. He flags…

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