What’s Next for the Young Bull Market?
With updated CPI data in hand, Greg and Doug discuss the juxtaposition of market highs and inflationary effects on consumer behavior and sentiment. They’ll also analyze the current bull market and its future projections, interest rates, the evolving office market post-COVID, and of course, a weekly election update.
Key Takeaways
- [01:04] - Strong economic growth vs. rising prices
- [04:41] - Election predictions: polls vs. betting markets
- [09:32] - Bull market analysis and future projections
- [11:47] - Interest rates and the re-inverted yield curve
- [16:24] - The future of the office market post-COVID
Links
- Bilello: Prices increases over the past 4 years
- Nate Silver's election forecast
- Polymarket election forecast
- The bull market turns 2. Detrick & Varghese explain why history suggests the rally isn’t done.
- BofA: Both Mag. 7 and Other 493’s earnings are expected to slow in 3Q
- Morning Brew: Despite expectations, more employees are returning to the office.
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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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