Falling Into Place Market Update from Walter Todd

Falling Into Place
Market Update from Walter Todd

Falling Into Place

September 5, 2024

The temperatures are cooling off, college football has started up, and Walter is back for another monthly update.

In this month’s video:

Rate Cuts: After Chairman Powell’s remarks at the recent Federal Reserve Symposium at Jackson Hole, the market is pricing in a rate cut in September and the strength of the jobs report could tell us how much.

Tech Shifts: We’ve seen a change in character in the equity market, as defensive areas lead the market higher. Are equities shifting away from technology?

Walter also covers the disconnect between the Federal Funds Rate and the two-year Treasury Yield, the upcoming Presidential debate, and what the investment team is watching this month.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

Tariff Turmoil
First Week with Walter Todd

Tariff Turmoil February 3, 2025 It has been a busy day, week, and month for the markets! Walter sits down for another First Week video to fill you in. While the tariffs in Mexico have been delayed until March, the impact of the increased tariffs on China and the new...

4Q 2024 Letter from the CIO

January 6, 2025 I have one life and one chance to make it count for something. I’m free to choose that something. That something –the something that I’ve chosen – is my faith. My faith demands that I do whatever I can, wherever I can, whenever I can, for as long as I...

Turning the Page
First Week with Walter Todd

Turning the Page January 2, 2025 A new year, a new month, and a new First Week from Walter Todd. He sat down to chat about how the markets finished the year and what to watch in 2025. In this month's video: Market Highlights: 2024 showed strong gains, but the market...