Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:
- What has happened in the financial markets over the past month?
- What has happened with employment over the past two (2) months?
- Why has the stock market done so well over the past three (3) months?
- Do you think the US economy will sustain a “soft landing”?
- What is the outlook for US corporate profit margins and earnings per share in 2024?
- What is the outlook for energy stocks? Do you favor the large capitalization stocks or the smaller capitalization issues? What are the key risks?
- With large US budget deficits expected over the next several years, why aren’t long-term US interest rates moving significantly higher?
- Is the yield advantage in corporate bonds attractive at this point in the interest rate cycle?
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Show Notes:
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Contact information for Anthony Wilhelms, Adam Longlais, and Mike Steppe
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