Emily Wood, Head of Financial Planning at Grimes & Company, and Matt Morse, Chief Equity Strategist at Grimes & Company, dive into the Fed's recent 25 basis point rate cut. They explore how this move impacts interest rates and the housing market. The duo also discusses the ongoing AI boom, examining its valuations and potential risks for investors. Additionally, they share strategies for managing debt while investing, addressing student loans and credit cards. Their practical insights help listeners navigate today’s financial landscape.
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insights INSIGHT
Fed Cut Was Expected, More Cuts Possible
The 25bps Fed cut was widely expected and largely priced into markets.
Forward guidance points to two more 25bps cuts and potential leadership changes next year.
insights INSIGHT
Mortgage Rates Follow The 10-Year
Mortgage rates track long-term yields like the 10-year, not the Fed funds rate.
A meaningful housing recovery needs long rates to fall well below current ~6.5% mortgage levels.
insights INSIGHT
Earnings Revisions Are Powering Breadth
Earnings revisions have accelerated since April and underpin recent market breadth.
Small- and mid-caps are rebounding after a multi-year earnings recession, helping broaden the rally.
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This week on Rise UP!, Rise Growth CIO Joe Duran is joined by Emily Wood, Head of Financial Planning at Grimes & Company, and Matt Morse, Chief Equity Strategist at Grimes & Company, to break down the biggest stories in markets this week. Diving into the Fed’s 25 basis point rate cut and the market rally to new highs, Emily and Matt offer their insight into where they see interest rates, the AI trade, and real estate going next and what it means for your portfolio. Additionally, they offer practical strategies for managing debt, including student loans and credit cards, in today’s changing interest rate environment.
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Chapters:
1:51 - First Rate Cut of the Year! The Fed Cuts 25bps
10:28 - The AI Trade & Its Frothy Valuations Continue
15:54 - Interest Rates & Real Estate
20:48 - Debt Management as Borrowing Increases & Credit Scores Fall
22:22 - How Can I Invest and Pay Down Debt Simultaneously?
24:36 - When Do I Prioritize Debt Repayment vs Investing?
26:43 - How Do I Juggle Multiple Debts & Investing?
30:49 - What to Watch Next Week: PCE, GDP, & Fed Presidents’ Speeches
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