This chapter delves into the current market landscape and effective investment strategies, focusing on the significance of sector selection and international exposure. It contrasts the enduring strength of tech companies with the potential growth in undervalued sectors that could benefit from anticipated interest rate cuts.
The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler.
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