Cash Looks Better Than Stocks in 2024 As Fed Won't Cut Rates Rapidly
"We remain cautious on risky assets and the broader macro-outlook due to the interest rate shock that should negatively impact economic activity."
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"We remain cautious on risky assets and the broader macro-outlook due to the interest rate shock that should negatively impact economic activity."
Liquidity conditions "are near the worst levels since the pandemic. Next week could see some wild volatility," Ned Davis Research said.
"Resilient growth and falling rates should benefit stocks with weaker balance sheet, particularly those that are sensitive to economic growth."
"GLP-1 based medicines will have a profound effect on the health of individuals, the manufacturers of these drugs and the broader healthcare system."
The astounding strength of the US economy since the pandemic means investors should stick with US stocks for years to come, Carson Group said.