We're revisiting a standout conversation packed with timely insights on today's market environment. Despite record highs, uncertainty looms—and this discussion breaks down the signals investors can't afford to ignore.
Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist at BNY Investments, to explore:
CPI data fueling 90% expectations for rate cuts
How just 10 AI companies are driving 80% of S&P performance
Surprising strength in international markets
Why headline inflation masks rising costs on essentials—eggs up 16%, coffee up 14%
The critical shift from speculation to quality investments
Macey cautions against market complacency, highlighting the importance of diversification strategies that are finally delivering results. This encore discussion also unpacks market FOMO, the wealth effect on spending, and how to strategically position in today's frothy markets.
Don't miss this essential replay for navigating uncertainty with confidence.
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