What the 4th of July Means to Us
Happy Independence Day to you and your family. To commemorate the holiday, we’ll share what America means to us and reflect on how good we’ve got it. On the flip side, we’ll look at the aftermath of last week’s debate and the odds on what happens next. We’ll also discuss our expectations for rate cuts and the economic impact of Ozempic-like drugs.
Key Takeaways
- [03:17] - Fallout from the disaster of last week’s debate
- [09:04] - How fixed income relates to inflation
- [11:42] - Our logical expectations on rate cuts this year
- [18:25] - The real-life impact of chief market strategists’ prognostications
- [22:50] - Can Ozempic-like drugs have a positive economic impact?
Links
- Election betting odds
- Real Clear polling data
- How U.S. airlines are hoping Ozempic can save them money
- CDC: Health and economic costs of chronic conditions
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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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