A Pro-Growth Fed And The Implications For Sector Positioning
September 25, 2024 – 11:00 (EST)
Key issues to be addressed:
- Will U.S. stock prices rally into yearend or face additional volatility?
- What is the outlook for earnings and is profit growth set to broaden?
- Is the recent rally in defensive stocks a harbinger of economic turbulence?
- Which sectors are poised to benefit from Fed rate cuts?
- How vulnerable are mega-cap tech stocks to uncertainties about A.I. monetization?
- Are small caps a coiled spring or a value trap?
