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Fed Pivot Imminent? Why Central Banks Are Cutting Rates Now | Cameron Dawson
With the Bank of Canada cutting rates this week for the first time since March, 2020, all eyes are on when the other central banks, including the Fed will follow suit. Cameron Dawson, CIO of NewEdge Wealth, discusses the factors behind the Fed's monetary policy decisions, as well as guidance for GDP and earnings growth.
*This video was recorded on June 3, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW CAMERON DAWSON:
Twitter (@CameronDawson): https://twitter.com/CameronDawson
NewEdge Wealth: https://www.newedgewealth.com/
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:32 - Inflation
6:30 - Why has the Fed not cut rates?
10:18 - Bonds and cash
12:18 - Long-term yields
15:45 - Labor market
19:24 - Equities valuations
21:42 - Catalyst for market correction
23:00 - Momentum
25:31 - Utilities sector
26:55 - Tech stocks 'flashing issues'
29:00 - Emerging markets
31:33 - Asset allocation
36:15 - AI investment implications
#investing #stocks #economy
View all episodes
By The David Lin Report
4.4
3838 ratings
With the Bank of Canada cutting rates this week for the first time since March, 2020, all eyes are on when the other central banks, including the Fed will follow suit. Cameron Dawson, CIO of NewEdge Wealth, discusses the factors behind the Fed's monetary policy decisions, as well as guidance for GDP and earnings growth.
*This video was recorded on June 3, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW CAMERON DAWSON:
Twitter (@CameronDawson): https://twitter.com/CameronDawson
NewEdge Wealth: https://www.newedgewealth.com/
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:32 - Inflation
6:30 - Why has the Fed not cut rates?
10:18 - Bonds and cash
12:18 - Long-term yields
15:45 - Labor market
19:24 - Equities valuations
21:42 - Catalyst for market correction
23:00 - Momentum
25:31 - Utilities sector
26:55 - Tech stocks 'flashing issues'
29:00 - Emerging markets
31:33 - Asset allocation
36:15 - AI investment implications
#investing #stocks #economy
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