Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:
- Were you surprised by the Fed rate cut of 50 bps on overnight interest rates?
- How have the financial markets performed over the past couple of weeks?
- Will lower overnight interest rates be a positive for the equity markets? Are there any
- sectors that do especially well as overnight rates shift lower?
- As you look out over the next year, do you think the Magnificent 7 stocks will outperform
- the S&P 500 index?
- So far in 2024, the financial sector has slightly outperformed the S&P 500 index. Do you
- expect the outperformance to continue over the next six months?
- While emerging market equities are up over 8.7% year-to-date, the Mexican stock market
- is down over 16%. What is happening to Mexican stocks?
- Will the US Treasury yield curve continue to steepen?
- How have bond funds performed as the Fed pivoted to lower US interest rates?
Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management.
Show Notes:
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Contact information for Anthony Wilhelms, Adam Longlais, and Mike Steppe
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