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A Mid-Year Check-In
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
View all episodes
By The Bahnsen Group
4.9
561561 ratings
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
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