The Slow Road to Normal: Rate Cuts Dragging, Technology Expanding
"What is right to be done cannot be done too soon."
- Jane Austen
Despite another pushout in rate cut expectations, markets recovered from their April swoon with a May bounce that has put many indices near their all-time highs. Rotational effects are in full swing as the summer approaches, but technology leadership was reasserted. The tricky backdrop continues; how should investors navigate competing considerations? As we approach more challenging seasonals, are there any new catalysts or concerns? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full June BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Join our experts, Doug Couden, CFA, Chief Investment Officer, and King Lip, CFA, CMT, Chief Strategist, as they address factors impacting the market and our top client questions. Moderated by Jon Bernstein, Wealth Advisor, JD, LL.M., CFP®.
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