Episode 34: Markets & the Economy Year-in-Review & Outlook
Podcast Host: Andrew Matuzak, CPA, PFS
Speaker: Matthew Cash, CFP®, Austin Schaul, CFA®
In this episode of the Everyday Business Podcast, Andrew Matuzak, Matt Cash, and Austin Schaul dive deep into a year-in-review of the markets and the economy, providing insights into key investment trends, consumer strength, inflation, and the global market. The team also explores the impact of elections on the stock market and discusses sectors investors are watching closely.
Year-in-Review & Market Outlook
- What investment trends emerged?
The discussion kicks off with an overview of the significant investment trends that surfaced throughout the year, highlighting areas of opportunity and risk. - Strength of the Consumer
The team analyzes the resilience of the consumer market and how it affected investment strategies, including the influence of consumer spending patterns on market performance. - Inflation Outlook & Soft Landing
Inflation remains a hot topic, and Austin, Andrew, and Matt provide their thoughts on its trajectory. They discuss whether the economy is headed for a soft landing or if turbulence is expected in the coming months. - Yield Curve Inversion & Re-inversion
The team addresses the yield curve inversion and re-inversion, shedding light on what it signals for future economic conditions and investor behavior. - Global Outlook: Macro-Economic Trends & International Conflicts
International conflicts have played a role in shaping the global economy, and the discussion shifts to how macro-economic trends and these conflicts are affecting markets worldwide.
Impact of Elections on Markets
- Historical Impact of Elections on Stock Market
The conversation turns to the influence of elections on the stock market, discussing historical trends and what investors can expect in the coming election cycle. - Policies Investors are Focused On
The hosts highlight key policies that investors are watching closely, especially in the current political climate. - Tax Cuts and Jobs Act (TCJA) Sunset Implications
As the TCJA approaches its sunset, the team discusses its implications for businesses and individual investors. - Sectors of Note
They wrap up by identifying the sectors that are most likely to be affected by market shifts and policy changes, providing insights into where investors should focus their attention in the coming year.
Tune in to hear insights that will help you stay ahead of market trends and navigate the complexities of the economy. Don’t miss this in-depth analysis and look ahead to 2024!
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