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Hogan: Fed Can Cut Twice Next Year, We Can End Higher

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Manage episode 522205934 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Art Hogan weighs the upcoming PCE print and jobs data to preview what the Fed’s rate cut path will be. The Fed “has a window to cut at least two more times next year,” he argues. He thinks the fundamentals are “more good than bad” in the stock market. However, he thinks some of the high-beta names could be at risk for a downturn. He likes the Mag 7 minus Tesla (TSLA).

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9094 episodes

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Manage episode 522205934 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Art Hogan weighs the upcoming PCE print and jobs data to preview what the Fed’s rate cut path will be. The Fed “has a window to cut at least two more times next year,” he argues. He thinks the fundamentals are “more good than bad” in the stock market. However, he thinks some of the high-beta names could be at risk for a downturn. He likes the Mag 7 minus Tesla (TSLA).

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

9094 episodes

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