The Market Reacts to Fed Day

As earnings and economic growth deliver above expectations, the market is digesting new information from Jerome Powell and the Fed that rate cuts aren’t coming soon. We’ll look back at the last 30 years of returns and ahead to the next 10 years of prices, discuss offshoring jobs, and give bond market and inflation updates.

Key Takeaways

[00:19] - Fed Day breakdown [05:07] - April brought a much-needed market reset [09:16] - Looking back at the last 30 years' returns + what to expect over the next 10 [16:50] - The efficiency of offshoring jobs [24:51] - Bond market + inflation updates

Links

YTD we see 10 of 11 sectors are higher, with cyclical areas like energy, industrials and financials leading the way So far, in Q1, the #EPS surprises have been the highest since 2021 with the dispersion of results elevated Did you know the S&P 500 was up 9 of the past 10 years in May? 30 Years of financial market returns Prices 10 years from now Faber: I'm so bullish on US stocks I think you should invest most of your money here The lagging components of the inflation basket

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