¡Desconecta con la aplicación Player FM !
A Mid-Year Check-In
Manage episode 427008734 series 2524881
Today's Post - https://bahnsen.co/3XNIiUU
Mid-Year Market Report:
In this special Dividend Cafe episode, released ahead of the 4th of July weekend, David delivers a comprehensive mid-year market update. Key points include strong performance in major indices such as the S&P 500 and NASDAQ, uneven sector returns led by technology, and resilience in international markets. The episode also discusses the minimal impact of Fed policies on market momentum, the complexities of de-globalization and its economic impact, and the significant themes for 2024. Volatility has been low despite predictions, and the episode concludes with a reflection on the diverse economic indicators, housing market anomalies, and anticipation of future market dynamics.
00:00 Welcome and Mid-Year Check-In 01:10 Market Performance Overview 02:26 Sector and International Market Analysis 03:40 Bond and Commodity Market Insights 05:20 Volatility and Market Breadth 07:38 Economic Indicators and Mixed Signals 10:35 Credit Market and Forecast Review 11:44 Key Themes and Predictions for 2024 20:19 Final Thoughts and 4th of July Message
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
942 episodios
Manage episode 427008734 series 2524881
Today's Post - https://bahnsen.co/3XNIiUU
Mid-Year Market Report:
In this special Dividend Cafe episode, released ahead of the 4th of July weekend, David delivers a comprehensive mid-year market update. Key points include strong performance in major indices such as the S&P 500 and NASDAQ, uneven sector returns led by technology, and resilience in international markets. The episode also discusses the minimal impact of Fed policies on market momentum, the complexities of de-globalization and its economic impact, and the significant themes for 2024. Volatility has been low despite predictions, and the episode concludes with a reflection on the diverse economic indicators, housing market anomalies, and anticipation of future market dynamics.
00:00 Welcome and Mid-Year Check-In 01:10 Market Performance Overview 02:26 Sector and International Market Analysis 03:40 Bond and Commodity Market Insights 05:20 Volatility and Market Breadth 07:38 Economic Indicators and Mixed Signals 10:35 Credit Market and Forecast Review 11:44 Key Themes and Predictions for 2024 20:19 Final Thoughts and 4th of July Message
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
942 episodios
Tüm bölümler
×Bienvenido a Player FM!
Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.