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

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Manage episode 428184231 series 3473653
Indhold leveret af Seeking Alpha. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Seeking Alpha eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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
  continue reading

186 episoder

Artwork
iconDel
 
Manage episode 428184231 series 3473653
Indhold leveret af Seeking Alpha. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Seeking Alpha eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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
  continue reading

186 episoder

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