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Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

FromThe Investopedia Express with Caleb Silver


Resetting our Long-Term Expectations for the Markets as "Sound Money" Returns

FromThe Investopedia Express with Caleb Silver

ratings:
Length:
32 minutes
Released:
Jan 1, 2024
Format:
Podcast episode

Description

Joe Davis, Vanguard's Chief Global Economist, explains why the return of "Sound Money", with interest rates higher than the rate of inflation, will be good news for long-term investors, but will mean more muted returns for stocks than the past ten years. Plus, why he fears the Fed may cut too soon in 2024, bringing back memories of 1967. And, 2023 delivered some banner returns for certain stocks across sectors. Is this the beginning of new leadership in the stock market, or were those just last year's charms?

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-can-investors-expect-for-the-economy-stock-market-bonds-and-crypto-in-2024-8414327
https://insight.factset.com/sp-500-cy-2024-earnings-preview-analysts-expect-double-digit-earnings-growth
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8420755
https://www.investopedia.com/terms/j/januarybarometer.asp
https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-market-outlook-2024-global-summary
https://corporate.vanguard.com/content/corporatesite/us/en/corp/what-we-think/bios.html
Released:
Jan 1, 2024
Format:
Podcast episode

Titles in the series (100)

Get ready for the week ahead with Investopedia’s Editor in Chief, Caleb Silver, as he digs into the most important stories in finance and global economics. Through expert analysis, interviews with the biggest names in business, and educational breakdowns of the news that moves markets, The Investopedia Express preps you with the information you need to start your week in finance.