Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle.

*This video was recorded on September 30, 2024

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0:00 - Intro

0:50 - “Don’t fight the trend”

3:00 - Market momentum

5:30 - Fed vs Treasury on stimulus

11:55 - Inflation outlook

15:50 - Will we get deflation?

17:40 - Inflation post-2008 crisis

21:00 - Will Fed cut create recession?

24:30 - What would cause next recession?

27:30 - Defensive sector outperformance

32:30 - Unemployment to rise?

37:11 - China’s stimulus package

40:00 - Asset allocation preferences

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