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A Mid-Year Check-In

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Manage episode 427008734 series 2524881
Contenido proporcionado por The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Dividend Cafe - The Bahnsen Group and The Bahnsen Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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

  continue reading

942 episodios

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A Mid-Year Check-In

The Dividend Cafe

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Manage episode 427008734 series 2524881
Contenido proporcionado por The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Dividend Cafe - The Bahnsen Group and The Bahnsen Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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

  continue reading

942 episodios

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