#50 Midyear Market Insights Part 2: the Fed & the Economy
Emily and Amanda discuss some major market themes in 2024. Next in our series: The Fed and the economy Inflation has fallen this year, with the most recent readings falling below expectations. Meanwhile, the unemployment rate keeps creeping up. The Fed has a dual mandate on inflation and employment: will the long-awaited rate cut happen soon?
Additional Resources:
The S&P 500 Isn’t as Diverse as It Used to Be. Here’s Why That Matters. [WSJ Gift Link] As tech and financial stocks have come to dominate the index, volatility and interest-rate sensitivity have picked up.