#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty cover art

#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty

#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty

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 Spend Confidently. Live without Regret: https://www.bluechippartners.com U.S. markets are hitting record highs as the S&P 500, Dow, and Nasdaq push upward, fueled by strong corporate earnings, moderate inflation readings, and speculation about Federal Reserve interest rate cuts. But it's not just mega-cap tech stocks like Nvidia and Microsoft driving the rally. In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® break down: Why momentum is building in the stock market 📈 Record inflows into international and emerging markets 🌎 The $7 trillion sitting in money markets — and where it may go 💵 Mixed economic signals, from unemployment to retail sales ⚖️ What the Fed's upcoming decisions could mean for stocks, bonds, and the broader economy With investor sentiment shifting and cash reserves waiting to re-enter the market, this is a must-watch conversation for anyone tracking financial markets in 2025. 👉 Subscribe for more insights on the Federal Reserve, economic outlook, and investment trends. "The S&P has been above its 20-day moving average for 68 consecutive days—something that's only happened nine times since 1957." – Matthew Mondoux Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company's board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Links: Daniel Dusina, CFA: https://www.bluechippartners.com/about/our-team/daniel-dusina/ Matthew Mondoux, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/matthew-mondoux/ Dan Seder, CFA, CMT, CFP®: https://www.bluechippartners.com/about/our-team/daniel-seder/ Contact Us: https://www.bluechippartners.com/contact/ Disclosure Information: https://www.bluechippartners.com/disclosures/ Podcast: https://www.bluechippartners.com/blue-chip-now/ Blue Chip Clips: https://www.youtube.com/@bluechipFM/shorts Blog: https://www.bluechippartners.com/blog/ In the News: https://www.bluechippartners.com/in-the-news/ Financial Services: Investment Management: https://www.bluechippartners.com/financial-services/investment-management/ Executive Compensation: https://www.bluechippartners.com/financial-services/executive-compensation/ Retirement Planning: https://www.bluechippartners.com/financial-services/retirement-planning/ Tax Planning: https://www.bluechippartners.com/financial-services/tax-planning/ Estate Planning: https://www.bluechipestateplanning.com Career Opportunities: https://www.bluechippartners.com/about/career-opportunities/ Timestamps 00:00 Introduction 01:22 Record Highs – S&P 500, Dow, Nasdaq hit new peaks 02:28 Momentum Signals – S&P above 20-day moving average 03:04 Earnings Strength – Q2 surprises and weaker dollar tailwind 04:05 Corporate Guidance – Management outlook boosting confidence 05:21 Retail Investors & Buy the Dip – Meme stocks and participation 06:05 Broader Market Participation – Rally expands beyond big tech 07:30 Dollar Trends – Weakening dollar's impact abroad 08:48 $7 Trillion in Cash – Money markets on the sidelines 09:57 Fed Cuts & Money Markets – Shifts that could move capital 11:33 Economic Signals – Mixed jobs, retail sales, and inflation 13:09 Fed's Dilemma – Political pressure and policy uncertainty 13:52 Rate Cut Expectations – 25 bps in September? 15:17 Mortgage Rates Reality – Why cuts don't lower long-term rates
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