Lagniappe

The Historic Rally Continues


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With the markets at all-time highs and earnings rising in tandem, we’ll look at why and how the narrative changed so drastically over the last 6 months. Plus, we’ll discuss recession risks being taken off the table with commercial real estate rebounding and the Fed having lots of room to make cuts.  


Key Takeaways

  • [00:17] - One of the greatest 19-week rallies ever
  • [02:12] - The recession narrative has changed over the last 6 months
  • [06:27] - Earnings growth of the S&P 500
  • [12:30] - Rebounding CRE prices and more positive economic signs
  • [18:10] - More troubles for the airline industry 

  • Links

    • Detrick: We're in the middle of one of the greatest 19-week rallies ever
    • Inverted yield curve no longer reliable recession flag, strategists say
    • Roche: Inflation is still in a downtrend
    • APOLLO: commercial real estate prices are starting to recover
    • Scary moments on recent Boeing flight
    • Statistical summary of commercial jet airplane accidents

    • Connect with our hosts

      • Doug Stokes
      • Greg Stokes
      • Stokes Family Office

      • Subscribe and stay in touch

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        • lagniappe.stokesfamilyoffice.com

        • Disclosure

          The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

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          LagniappeBy Stokes Family Office

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