Analyzing Recent Market Trends: Growth, Inflation, and Sector Performance

Dan rejoins the podcast to provide his near-to-medium term outlook for the US economy, monetary policy, and equity markets. We also discuss where Dan is finding opportunity within equities, as well as the risks to be mindful of as we approach 2H24. Featured is Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors. Host: Daniel Cassidy