Coming off of Fed Day, we’ll talk about market reactions and the implications for inflation and interest rates. We also explore bond market dynamics, shifts in global market trends, and the resurgence of European markets. We then delve into the housing market insights, from what’s happening here locally in New Orleans to migration trends across various states, highlighting the unique challenges and opportunities in the current economic environment.
Key Takeaways
[0:17] - Fed Day reactions and why we’re not seeing stagflation
[04:20] - Interest rates and bond market dynamics
[8:06] - Shifts in global market trends
[09:17] - What spot shipping rates mean for inflation
[13:33] - The Mag 7 & why diversification is working
[16:41] - Housing market and U.S. migration trends
View Transcript
Links
Truflation
MSCI Index performance
Invesco S&P 500 Equal Weight ETF
Zillow downgrades its 2025 home price forecast
Time Out ranks New Orleans as World’s Best Food City
Uhaul growth states
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Doug Stokes
Greg Stokes
Stokes Family Office
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
