What’s Next for the Young Bull Market?
With updated CPI data in hand, Greg and Doug discuss the juxtaposition of market highs and inflationary effects on consumer behavior and sentiment. They’ll also analyze the current bull market and its future projections, interest rates, the evolving office market post-COVID, and of course, a weekly election update.
Key Takeaways
[01:04] - Strong economic growth vs. rising prices [04:41] - Election predictions: polls vs. betting markets [09:32] - Bull market analysis and future projections [11:47] - Interest rates and the re-inverted yield curve [16:24] - The future of the office market post-COVID
View Transcript
Links
Bilello: Prices increases over the past 4 years Nate Silver's election forecast Polymarket election forecast The bull market turns 2. Detrick & Varghese explain why history suggests the rally isn’t done. BofA: Both Mag. 7 and Other 493’s earnings are expected to slow in 3Q Morning Brew: Despite expectations, more employees are returning to the office.
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Doug Stokes Greg Stokes Stokes Family Office
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