Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
The Federal Reserve enters this week’s policy meeting facing a complex macro backdrop shaped by persistent geopolitical risk and uneven inflation dynamics. With the Middle East conflict now extending into its second month, policymakers are confronting heightened uncertainty around both inflation and growth, reinforcing expectations that the Fed will maintain its current policy stance in the near term.
A renewed wave of optimism around artificial intelligence is reshaping equity market leadership, with meaningful implications for portfolio positioning among RIAs and wealth advisors. The sharp rally in semiconductor stocks has reaccelerated the AI investment theme, coinciding with the S&P 500 and Nasdaq Composite reaching fresh record highs.