The Mid-Year Outlook (Ep. 42)

As we approach the midpoint of the year, it's crucial to evaluate the current condition of the stock market and the overall economy.

What can we anticipate in the second half of the year?

In this episode, Ryan Detrick & Sonu Varghese speak about the mid-year outlook for the stock market and the economy. They highlight positive performance and surprises, leading to a bullish outlook. They delve into the labor market, the Federal Reserve's decisions, and concerns like US-China relations and the semiconductor industry.

Sonu & Ryan discuss: 

• The unexpected rise and strong performance of the NASDAQ, particularly in May, with mention of NVIDIA's earnings report
• The outlook for stock gains and the potential for reaching all-time highs
• The performance and potential of developed international markets
• The state of the economy and the Federal Reserve's role in avoiding a recession
• Inflation, interest rates, and the Fed's stance on raising rates
• Potential worries that could disrupt the stock market, including the relationship between China and the United States
• The impact of geopolitical risk on inflation and how disruptions can affect the economy
• The stock market forecast for the year and the importance of grounding investment decisions in historical evidence
• And more!

Resources:

• Putting Theory Into Action with Jessica Golson, CIPM (Ep. 41)

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese