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Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

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Manage episode 392849794 series 2836180
Contenido proporcionado por Investopedia. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Investopedia 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.

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327

https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growth

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755

https://www.investopedia.com/terms/j/januarybarometer.asp

https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary

https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html

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

  continue reading

220 episodios

Artwork
iconCompartir
 
Manage episode 392849794 series 2836180
Contenido proporcionado por Investopedia. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Investopedia 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.

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327

https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growth

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755

https://www.investopedia.com/terms/j/januarybarometer.asp

https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary

https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html

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

  continue reading

220 episodios

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