MP001: Market Update January 2024
Episode description
Our Market Perspective this week covers several topics focused on markets and the economy. The timestamps and chapters listed below mark specific sections for easy access to topics. Otherwise, start from the beginning and enjoy a rich discussion of context and perspective.
Times and Topics(minutes : seconds ... chapters)
00:10 ... Put me in Coach
01:23 … Market Update
02:00 … Q4 Performance
04:06 … Magnificent 7 & Breadth
07:47 … Interest Rates
13:45 … After High Rates
16:35 … Inflation & CPI
21:54 … Consumer Balance Sheet
30:09 … Election Years & Returns
33:47 … Time in the Market vs Timing Markets
35:19 … Levers & Outlook
38:57 … Regulatory Information
Please contact us at [email protected] or leave a voicemail at (612) 484-5399 about the show. Questions are welcome. We’ll aim to incorporate your feedback into future episodes.
This discussion was recorded on January 18th, 2024, with Vector’s Jason Ranallo, CFA® and Communications Director Ezra Firkins.
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