Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in

10 lug 2024 · 33 min. 47 sec.

Descrizione

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; https://seekingalpha.com/article/4703319-wall-street-breakfast-kapow?source=ie_podcast:raymond_james_larry_adam_possible_rate_cuts wanting more balance (2:15) Bond and equity...

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Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).

Show Notes:
Letter from the Chief Investment Officer: City of Lights, Market of Opportunities
Powell Says Inflation Isn't The Only Concern
SA Sentiment sees rate cuts starting in September
3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIES

Episode transcripts

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