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A Mid-Year Check-In

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Manage episode 427008734 series 2524881
内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

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A Mid-Year Check-In

The Dividend Cafe

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Manage episode 427008734 series 2524881
内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

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