September 2024 Market Update & Economic Outlook

In this month’s Market Update and Economic Outlook, Martin Wildy, CFA, and Ryan Ohlson, MBA, discuss the Fed’s anticipated rate cuts in September as part of its monetary policy. They also provide commentary on the GDP numbers and the current status of the labor market.

Martin continues by discussing the positive Q2 company earnings and the market rotation. Finally, they discuss how the newest infrastructure bill positively impacts holdings within client portfolios and how portfolios are positioned to benefit.