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.
