In this episode (September 18), we’ll discuss:

Why were the markets so volatile after the Fed’s 0.5% rate cut?
The Fed's surprise 0.5% rate cut sparked an initial rally, but stocks pulled back when Powell signaled that future cuts may come at a slower pace. Despite this, small-cap and cyclical stocks still managed to outperform.

What’s happening with bond yields and oil prices?
Despite the rate cut, bond yields rose slightly, while oil prices dropped to $70 a barrel, which could act as a boost for consumer spending in the near future. Lower oil prices may be a welcome relief for the economy.

Why did the Fed cut rates, and what’s the outlook?
The Fed cut rates to 4.75%-5.0%, its first reduction in four years, with a goal of supporting employment as inflation approaches the 2% target. More cuts are expected, but the outlook suggests a gradual easing over time.

What does this mean for the stock and bond markets moving forward?
With no recession anticipated, cyclical stocks could continue to perform well. Lower rates are likely to lead to positive bond returns, particularly for medium- to long-term investments.

#MarketVolatility #FedRateCut #PowellSpeech #StockMarketNews #CyclicalStocks #BondMarket #OilPrices #ConsumerSpending #InvestmentOutlook #FinancialNews

In this episode of Deep Dive (September 17), we’ll discuss:

• The Federal Reserve's upcoming interest rate decision and its potential impact on the market.
• Growing investor confidence around a soft landing for the U.S. economy, fueled by:
  • Easing inflation nearing the Fed's 2% target.
  • A cooling labor market without drastic layoffs.
  • Resilient consumer spending exceeding expectations in August.
• The market’s debate over a 25 vs. 50 basis point rate cut and what each could signal:
  • Proactive Fed stance to ensure economic growth.
  • Concerns over recession if the cut suggests deeper worries.
• Recent stock movements:
  • Intel (INTC) surging after announcing plans to restructure its foundry business.
  • Microsoft (MSFT) rising on news of a dividend increase and a new share buyback program.
• The market hitting record highs with the S&P 500 and Dow Jones before closing flat ahead of the Fed’s decision.

🎙 Welcome to "Market Dive" with your hosts Emily and David!

Today’s episode focuses on one of the hottest stocks on Wall Street: Palantir.

Emily and David will break down:

• Palantir's explosive growth
• The ambitious roadmap to a $1 trillion market cap
• Whether these predictions are realistic or just market hype
• Is Palantir a smart investment, or are investors getting ahead of themselves?

Tune in as we explore everything from price-to-earnings ratios to key market drivers.

Subscribe now and don’t miss this essential market discussion!

#Palantir #PLTR #PalantirStock #Investing #TechStocks #TrillionDollarClub #StockMarket #AIInvesting #MarketAnalysis #GrowthStocks #PalantirPrediction #StockTalk #FinancePodcast #LongTermInvesting #TechGiant