Can the Equity and Bond Markets Coexist at a Crossroads in 2024?

June 3, 2024
Season 6 | Episode 21

Can the NASDAQ maintain its momentum after a stellar 6.9% gain in May? Join us as we dissect the latest developments in the financial markets, from the recent profit-taking in Nvidia shares to the evolving bond market dynamics. We'll explore Barron's intriguing perspective on the Federal Reserve's stance for the rest of the year and uncover investment opportunities both in short-term municipal bonds and long-term preferred stocks. With the second-quarter earnings season nearly wrapped up, we also highlight the impressive earnings and revenue surprises from S&P 500 companies and what these metrics mean in the context of historical averages and current interest rates.

Get ready for early trading insights as Nvidia's product updates stir optimism, meme stocks like GameStop surge, and tech giants like AMD and Taiwan Semi make headlines with new collaborations. We'll cover Best Buy's recent upgrade, overseas market gains, and the latest economic indicators including PMI data and the European Central Bank’s anticipated rate cut. Veteran value manager Bill Nygren's strategic moves will be on our radar, alongside the ongoing bond market uncertainty and differing expert opinions on future interest rates. Finally, we dive into the allure of preferred stocks with yields above 7%, making them a focal point for savvy investors. Tune in for a comprehensive market analysis and actionable investment strategies as we navigate June 2024.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

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