Investors' Great Expectations Meet the Realities of the Second Half of 2024

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Buoyed by much grounds highs, investors person been reinvigorated by nan imaginable of liking complaint cuts successful September arsenic ostentation slows. But, arsenic SoFi's Liz Young Thomas explains, liking complaint cuts into a slowing system are not ever followed by awesome returns. Liz rejoins The Express to stock her outlook for nan 2nd half of nan year, and really to put now to return advantage of assemblage rotation and economical headwinds. Plus, Wall Street strategists proceed to raise their year-end value targets for nan S&P 500 arsenic net fortify and marketplace breadth yet opens up.

Links for Show Notes:

• https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
• https://www.yardeniquicktakes.com/meltup/?utm_source=substack&utm_medium=email
  
• https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8676779
• https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/Ear
• ningsInsight_071224.pdf
  
• https://www.sofi.com/on-the-money/category/investment-strategy/
  
• https://www.investopedia.com/terms/e/etn.asp
  
• https://www.investopedia.com/terms/b/bullsteepener.asp