Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Erik Zurek discuss:
- What has happened in the financial markets over the past three (3) weeks?
- Was the negative report on CPI for June a surprise to the financial markets?
- Last year, S&P 500 earnings projections started 2023 with a 9% growth projection that decreased over the year to 1%. This year, earnings projections started 2024 with over 10% growth forecasted and these projections have stayed above 10%. Why the difference?
- What is driving the US equity market to consistently set new record highs on the S&P 500 index?
- Do you think this is a good time to add US middle cap and small cap stocks to a portfolio?
- European and Japanese stocks are trading near their long-term average PE ratios but at levels much lower than their US counterparts? Does this international discount make sense to you?
- The financial markets are expecting the Fed to cut overnight interest rates by 50 bps between now and the end of the year. Do you think the Fed will meet these expectations?
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Show Notes:
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