Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in
Update: 2024-07-10
Description
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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