Navigating Market Uncertainty: Rate Cuts, Gold Highs, and the Power of Hope
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
01:58 – Our team of experts discusses the impact of the government shutdown on economic data releases, inflation concerns, and labor market trends.
04:35 – Analysis of bond market movements, expectations for Federal Reserve rate cuts, and insights from recent FOMC minutes.
08:24 – The panel examines high market valuations, the impact of “hopes and dreams,” and the effects of vendor financing and developments in the AI sector.
13:34 – Insights into gold’s record highs, central bank buying, treasury market trends, and expectations for Q3 earnings season.
Additional Resources
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