# Hawkish Pause? Jay Hatfield Says Earnings Matter More

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/hawkish-pause-jay-hatfield-says-earnings-matter-more
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/hawkish-pause-jay-hatfield-says-earnings-matter-more.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-29T02:02:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN8192624151.mp3
Audio file: https://traffic.megaphone.fm/FPMN8192624151.mp3
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Duration seconds: 2616

## Resource

Will the Federal Reserve move markets—or are investors looking in the wrong place? Join Todd M. Schoenberger as he welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for another edition of Hatfield Economics. With the Federal Reserve expected to leave interest rates unchanged, Jay explains why investors should expect a "hawkish pause" rather than another rate hike—and why the market has likely already priced in the Fed's next move. Instead, Jay argues that this week's Big Tech earnings could have a much greater impact on Wall Street than the Fed itself. Jay also explains why interest-sensitive sectors remain under pressure despite stable inflation data and why he believes current market rotation reflects changing interest-rate expectations—not the beginning of a broader market downturn. Whether you're an active trader or long-term investor, this episode delivers actionable insights into the macroeconomic forces shaping today's markets. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, inv…

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