⚡️Strong data and productivity growth can still lead to new market highs.
📉Surgical rate cuts may only happen in the second half of the year.
💼The market has shrugged off concerns about rate cuts and continued to hit new highs.
🗣️The discussion on rate cuts will dominate market activity this week and beyond.
💡Earnings growth of the magnificent seven companies is expected to be strong, while other sectors may have slower growth.
When will rate cuts occur?
—Rate cuts are expected to happen in the second half of the year.
Is there any urgency to cut rates?
—No, as the data is strong and there is no immediate need for rate cuts.
Why has the market continued to hit new highs despite concerns about rate cuts?
—The market has been driven by strong data and earnings growth, particularly in companies like the magnificent seven.
What can we expect in terms of market volatility?
—The discussion on rate cuts and the presence of a lot of Fed speakers this week will likely contribute to market volatility.
Which sectors are expected to have strong earnings growth?
—The magnificent seven companies and the semiconductor industry are expected to have strong earnings growth.
00:02Conoco Phillips reports on Thursday, Pepsi reports on Friday.
00:29The speaker highlights the market's concern about rate cuts and the impact on the market.
00:32The market has shown resilience and continued to hit new highs despite concerns about rate cuts.
01:15The speaker expects rate cuts to happen only in the second half of the year.
01:19The discussion on rate cuts will dominate market activity this week and beyond.
02:21The magnificent seven companies are expected to have strong earnings growth, while other sectors may have slower growth.
05:44The discussion on rate cuts and the possibility of a slow economy are expected to affect the banking sector.
06:32The speaker expects a slower economy and believes that growth at its current level is unsustainable.
