Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:
- How have the financial markets performed over the past couple of weeks?
- What are the implications of the recent employment report?
- Are third quarter earnings coming in as expected? Any surprises among the high profile Magnificent 7 companies that have reported over the past two weeks?
- Are corporate profit margins expanding, flat or contracting?
- Do you expect value-oriented stocks to continue outperforming growth-oriented stocks?
- Are higher dividend paying stocks becoming more attractive?
- What is driving the volatility in the Chinese equity market?
- Why have intermediate and long-term interest rates gone up since the Fed cut overnight rates at the FOMC meeting on September 18th?
- Do you expect the Fed to cut overnight interest rates by 25 bps at the next FOMC meeting (11-7-24)?
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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