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Investors' Great Expectations Meet the Economic Realities of the 2nd Half of 2024

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Manage episode 428946996 series 2836180
Innehåll tillhandahållet av Investopedia. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Investopedia eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Buoyed by more record highs, investors have been reinvigorated by the prospect of interest rate cuts in September as inflation slows. But, as SoFi's Liz Young Thomas explains, interest rate cuts into a slowing economy are not always followed by great returns. Liz rejoins The Express to share her outlook for the second half of the year, and how to invest now to take advantage of sector rotation and economic headwinds. Plus, Wall Street strategists continue to raise their year-end price targets for the S&P 500 as earnings strengthen and market breadth finally opens up.

LINKS FOR SHOW NOTES

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://www.yardeniquicktakes.com/meltup/?utm_source=substack&utm_medium=email

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8676779

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071224.pdf

https://www.sofi.com/on-the-money/category/investment-strategy/

https://www.investopedia.com/terms/e/etn.asp

https://www.investopedia.com/terms/b/bullsteepener.asp

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

220 episoder

Artwork
iconDela
 
Manage episode 428946996 series 2836180
Innehåll tillhandahållet av Investopedia. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Investopedia eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Buoyed by more record highs, investors have been reinvigorated by the prospect of interest rate cuts in September as inflation slows. But, as SoFi's Liz Young Thomas explains, interest rate cuts into a slowing economy are not always followed by great returns. Liz rejoins The Express to share her outlook for the second half of the year, and how to invest now to take advantage of sector rotation and economic headwinds. Plus, Wall Street strategists continue to raise their year-end price targets for the S&P 500 as earnings strengthen and market breadth finally opens up.

LINKS FOR SHOW NOTES

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://www.yardeniquicktakes.com/meltup/?utm_source=substack&utm_medium=email

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8676779

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071224.pdf

https://www.sofi.com/on-the-money/category/investment-strategy/

https://www.investopedia.com/terms/e/etn.asp

https://www.investopedia.com/terms/b/bullsteepener.asp

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

220 episoder

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