Market Outlook through end-2024

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What can we expect for the stock market for the rest of 2024?  

Discover how the U.S. elections, inflation, the economy, and Federal Reserve actions intertwine to influence market trends for the rest of 2024. Join hosts Steve Davenport and Clem Miller as we consider the recent flat trend and high daily volatility.  

We consider the electoral landscape: the excitement building around Harris as potentially the first woman president, the latest polling numbers, the critical role of electoral votes, and the desirability of divided government.

We consider other macro issues as well, the declining inflation rate, a slowing economy, and  questions over the pace of Fed interest rate declines.   We also consider the high valuations of stocks connected to AI and reflect on whether the recent pullback will continue.

We advocate for maintaining a steady investment course as we finish out the year. 

Straight Talk for All - Nonsense for None

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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.