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Halftime Report
What Will Q4 Hold?
Sep 30, 2024
Scott Wapner, a prominent figure in financial journalism, joins the Investment Committee to tackle the outlook for Q4. They analyze September's relatively stable market, discuss significant economic indicators including an upcoming jobs report, and share recent portfolio adjustments. The conversation dives into the complexities of consumer behavior, household debt concerns, and opportunities in sectors like technology and healthcare. Additionally, they explore international investment strategies amid geopolitical tensions, particularly focusing on China and India.
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Quick takeaways
- Investors are urged to focus on quality stocks for long-term growth amidst a mixed market landscape and economic uncertainties.
- The recent shift in sector performance highlights utilities and industrials outperforming while technology struggles, prompting questions about Q4 trends.
Deep dives
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Discover
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