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Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle.
*This video was recorded on September 30, 2024
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0:00 - Intro
0:50 - “Don’t fight the trend”
3:00 - Market momentum
5:30 - Fed vs Treasury on stimulus
11:55 - Inflation outlook
15:50 - Will we get deflation?
17:40 - Inflation post-2008 crisis
21:00 - Will Fed cut create recession?
24:30 - What would cause next recession?
27:30 - Defensive sector outperformance
32:30 - Unemployment to rise?
37:11 - China’s stimulus package
40:00 - Asset allocation preferences
#economy #stocks #investing
