35 min
Economic & Investment Outlook: Perception Isn't Reality Q2 2024 The Capital Stewards Podcast
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- Investing
Feeling down about the economy and markets? Paying high prices at the store while watching the S&P 500 hit all-time highs?
Often, how we feel about the market and our investments doesn't jive with what's really happening. In our Q2 outlook, we look at the data to get a better picture of what's really happening in the economy and financial markets.
0:00 - Inflation Feels Different Than Reality
3:03 - What's Happened So Far This Year?
4:06 - Why Long-Term Perspective is So Important
6:00 - Job Market
8:36 - Layoffs
11:04 - Inflation
12:28 - How Are Companies Doing?
17:19 - Stock Prices and Valuation
20:46 - International Markets
24:13 - Bonds and Interest Rates
27:00 - Where Will Long-Term Interest Rates Land?
30:40 - Gold
31:54 - Conclusions & What Investors Should Consider
Start A Conversation With Us: https://www.thecapitalstewards.com/startconversation
© 2024 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, viewers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
Feeling down about the economy and markets? Paying high prices at the store while watching the S&P 500 hit all-time highs?
Often, how we feel about the market and our investments doesn't jive with what's really happening. In our Q2 outlook, we look at the data to get a better picture of what's really happening in the economy and financial markets.
0:00 - Inflation Feels Different Than Reality
3:03 - What's Happened So Far This Year?
4:06 - Why Long-Term Perspective is So Important
6:00 - Job Market
8:36 - Layoffs
11:04 - Inflation
12:28 - How Are Companies Doing?
17:19 - Stock Prices and Valuation
20:46 - International Markets
24:13 - Bonds and Interest Rates
27:00 - Where Will Long-Term Interest Rates Land?
30:40 - Gold
31:54 - Conclusions & What Investors Should Consider
Start A Conversation With Us: https://www.thecapitalstewards.com/startconversation
© 2024 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, viewers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
35 min