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MARKETS IN FOCUS Tune in to the latest update in our video series of market insights provided by Joe Bell, CFA, CMT, Co-Chief Investment Officer. Click the link below to view our video. KEY TAKEAWAYS » U.S. Labor Market Improves After Strikes & Storms » Expect a 25 bps Cut by the Fed in December » Mag-7 are a Major Earnings Driver in 2025, but not as Expensive as Tech Stocks in 2000s https://bit.ly/4fbd6UG

Here’s a preview of one of our recent Market Insights, which we share with clients every 4-6 weeks, in addition to our quarterly Market Commentary.   This month, our investment committee explored how markets have historically performed when the Fed begins cutting rates outside of a recession. https://lnkd.in/e3zBe623

The economy experienced a solid start in 2024 with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those headwinds, questions about the economy and the markets remain as we head into the rest of 2024. Will stocks continue their rally? Can we expect the Fed to start cutting rates? What impact will the upcoming presidential election have? Join Carson Group's Ryan Detrick, Chief Market Strategist and Sonu Varghese, Global Macro Strategist on July 18 at 11am CT as they dive into what the rest of 2024 might bring during our webinar: Midyear Outlook 24: Eyes on the Prize. Detrick and Varghese will provide valuable insights in this webinar including: - What to keep an eye on in the markets - What moves to expect from the Fed - What to expect from Washington - And more. Get a better understanding of what the rest of the year might bring from two leading voices within the financial services industry.

The economy experienced a solid start in 2024 with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those headwinds, questions about the economy and the markets remain as we head into the rest of 2024. Will stocks continue their rally? Can we expect the Fed to start cutting rates? What impact will the upcoming presidential election have? Join Carson Group's Ryan Detrick, Chief Market Strategist and Sonu Varghese, Global Macro Strategist on July 18 at 11am CT as they dive into what the rest of 2024 might bring during our webinar: Midyear Outlook 24: Eyes on the Prize. Detrick and Varghese will provide valuable insights in this webinar including: - What to keep an eye on in the markets - What moves to expect from the Fed - What to expect from Washington - And more. Get a better understanding of what the rest of the year might bring from two leading voices within the financial services industry.

The economy experienced a solid start in 2024 with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those headwinds, questions about the economy and the markets remain as we head into the rest of 2024. Will stocks continue their rally? Can we expect the Fed to start cutting rates? What impact will the upcoming presidential election have? Join Carson Group's Ryan Detrick, Chief Market Strategist and Sonu Varghese, Global Macro Strategist on July 18 at 11am CT as they dive into what the rest of 2024 might bring during our webinar: Midyear Outlook 24: Eyes on the Prize. Detrick and Varghese will provide valuable insights in this webinar including: - What to keep an eye on in the markets - What moves to expect from the Fed - What to expect from Washington - And more. Get a better understanding of what the rest of the year might bring from two leading voices within the financial services industry.

Investors are reassessing their strategies amid a whirlwind of global events impacting financial markets, from geopolitical tensions to Federal Reserve policy shifts. Last week, Powell's remarks on sustaining economic growth and tackling inflation sent shockwaves through markets, prompting a reevaluation of long-term positions amidst heightened volatility. Tech stocks saw pressure as concerns loomed over first-quarter earnings, nudging major indices lower while Treasury yields climbed. Tap the link below to read this week's market commentary! kwbwealth.com/wmc-4-23-24

As we move through August, markets are proving to be volatile, driven by several key factors. From the Fed's delayed interest rate cuts amid weak economic indicators, to the unwinding of the AI and yen carry trades, U.S. and Chinese consumer retrenchment, rising geopolitical tensions, and an unexpectedly tight U.S. election race—investors face uncertainty on many fronts. Despite this, the fundamentals remain strong. The Chief Investment Office continues to see tailwinds for Equities moving forward, including a sustained earnings recovery, broadening market leadership, still relatively stable consumers, healthy balance sheets and credit markets, and the potential easier monetary policy later this year. The U.S. economy is resilient, and remember that volatility can present long-term opportunities.

The economy experienced a solid start in 2024 with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those headwinds, questions about the economy and the markets remain as we head into the rest of 2024. Will stocks continue their rally? Can we expect the Fed to start cutting rates? What impact will the upcoming presidential election have? Join Carson Group's Ryan Detrick, Chief Market Strategist and Sonu Varghese, VP Global Macro Strategist on July 18 at 3pm CT as they dive into what the rest of 2024 might bring during our webinar: Midyear Outlook 24: Eyes on the Prize. Detrick and Varghese will provide valuable insights in this webinar including: - What to keep an eye on in the markets - What moves to expect from the Fed - What to expect from Washington - And more. Get a better understanding of what the rest of the year might bring from two leading voices within the financial services industry.

The economy experienced a solid start in 2024 with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those headwinds, questions about the economy and the markets remain as we head into the rest of 2024. Will stocks continue their rally? Can we expect the Fed to start cutting rates? What impact will the upcoming presidential election have? Join Carson Group's Ryan Detrick, Chief Market Strategist and Sonu Varghese, VP Global Macro Strategist on July 18 at 3pm CT as they dive into what the rest of 2024 might bring during our webinar: Midyear Outlook 24: Eyes on the Prize. Detrick and Varghese will provide valuable insights in this webinar including: - What to keep an eye on in the markets - What moves to expect from the Fed - What to expect from Washington - And more. Get a better understanding of what the rest of the year might bring from two leading voices within the financial services industry.

U.S. markets fluctuate as investors weigh mixed corporate earnings and economic data ahead of the Fed's policy announcement. Tech struggles while consumer sectors show volatility. Eyes on the Fed for rate decisions amid ongoing inflation concerns. Stay tuned for strategic moves! #finance #inflationupdate