Chris Chavez, Blue Line Futures & Cole Smead, Smead Capital Management
Chris Chavez, Blue Line Futures & Cole Smead, Smead Capital Management
1 March 2024
US Markets Wrap: How individuals & businesses are reacting to inflation & Fed rate cut expectations
Quotes of the day:
“The best investing is always a negative art."
"There's a lot of different ways to skin a cat."
Our expert panel Chris Chavez, Analyst, Blue Creek Capital Management/Blue Line Capital and Cole Smead, CEO & Portfolio Manager, Smead Capital Management weigh in on the how markets are reacting to expectations surrounding upcoming Fed rate cuts coming on the back of the latest PCE data, chances of a hike instead of a cut, how businesses like US burger chain Wendy's are looking to adopt new business models, interest surrounding AI right now, optimism surrounding the energy sector, as well as what investors should be looking out for as they navigate 2024.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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