Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms? LINKS FOR SHOW NOTES https://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327 https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growth https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755 https://www.investopedia.com/terms/j/januarybarometer.asp https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Avsnitt(318)

Are We Too Focused on the Fed?

Are We Too Focused on the Fed?

Our central bank finds itself in a tough spot as inflation ticks higher and the Treasury Secretary tries unsuccessfully to suppress bond yields leading many to wonder if Fed policy matters much these ...

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What Might Topple the Private Capital Pyramid?

What Might Topple the Private Capital Pyramid?

Subscribe to Value Add by Investopedia on Substack: https://investopedia.substack.com/ Private capital has been transformed into a $40 trillion asset class by financial innovators from Michael Milk...

8 Sep 38min

The Global Bull Market Keeps Charging

The Global Bull Market Keeps Charging

Rising oil prices, inflation everywhere and creeping Treasury yields are not enough to stop this bull from charging higher around the world. Global stock indices are at all time highs as investors hol...

31 Aug 28min

THE GOOD, THE BAD, & THE UNBELIEVEABLE

THE GOOD, THE BAD, & THE UNBELIEVEABLE

The national debt topped $40 trillion and with more spending on the way, the U.S. is forced to eat a lot of its own cooking by buying back Treasuries. At what point does the math stop ‘mathing’ in thi...

24 Aug 41min

What Is the “Real Feel” of the Economy?

What Is the “Real Feel” of the Economy?

The classic economic indicators tell us that the economy is hanging in there despite tariffs and sticky inflation. The “Real Feel” of the economy paints a different picture as more Americans are being...

17 Aug 34min

Investing Lessons from Invest Fest

Investing Lessons from Invest Fest

A new era of financial education is being driven by dynamic fin-fluencers who are spreading the power of investing, compounding, and building real generational wealth for their generation and their co...

10 Aug 30min

The U.S. Economy on the Precipice

The U.S. Economy on the Precipice

Is the economy headed towards a recessionary cliff as inflation and dwindling economic confidence pull against productivity gains and capex spending? Mark Zandi, Chief Economist of Moody’s Analytics s...

3 Aug 41min

The Gen-Z Approach to the Stock Market

The Gen-Z Approach to the Stock Market

With the echoes of the Dot-com bubble bursting and the ashes of the Great Financial Crisis still simmering in their psyches, many Gen-Z investors have taken a cautious and unique approach to investing...

27 Juli 42min

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