From the desks of Stanley Katz & Lauren Madera
STAY SAFE & HAVE FUN!
US stock market indices eked out a fourth straight week of gains (i.e., DJIA: +0.09%, S&P 500: +0.22%, Nasdaq: +0.10%), pushing the DJIA to another record high. Friday’s stronger-than-expected September employment data countered many analysts’ thoughts about a slowing economy. Unexpectedly, the unemployment rate continues to hover around 4%. Most certainly, this “slowing but still growing” US economy may pause or reduce the Fed’s anticipated interest rate moves. What does all this mean as we embark on the fourth quarter of 2024? Janus Henderson Investors provide their thoughts in the epistle “Top-of-mind risks for US equities.” Click the link below.
Per usual, the fall ushers in multiple research pieces prognosticating the future as we head into yearend. Dr. David Kelly, J.P. Morgan Asset Management’s Chief Strategist, produces a quarterly Guide to the Markets, which he then synthesizes into a PowerPoint presentation of only 27 pages. We have been a big fan of Dr. Kelly for years because he dumbs the information down and supports it with meaningful and understandable graphs. We hope you find the link below a worthwhile read.
Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.
Janus Henderson Investors:
J.P. Morgan Asset Management:
James Investment Research:
Neuberger Berman:
Argus:
Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500
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