How Fed Rate Cuts Impact Stocks, Bonds, and Cash Investments
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 13 August 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
With the Federal Reserve likely to lower rates starting in September, understanding the impact on financial markets is crucial. Fed rate cuts can influence stocks, bonds, and cash investments, with the reasons behind these cuts often being more significant than the cuts themselves. These changes can affect yields on T-bills, savings accounts, and the broader market, necessitating potential portfolio adjustments to navigate the evolving economic landscape.
Today's Stocks & Topics: CM - Canadian Imperial Bank of Commerce, MPWR - Monolithic Power Systems Inc., COST - Costco Wholesale Corp., Market Wrap, How Fed Rate Cuts Impact Stocks, Bonds, and Cash Investments, What's Wrong with Edward Jones, XLV - Health Care Select Sector SPDR ETF, VHT - Vanguard Health Care ETF, ATKR - Atkore Inc., TM - Toyota Motor Corp. ADR, Market Volatility, CAT - Caterpillar Inc., AMAT - Applied Materials Inc., NXPI - NXP Semiconductors N.V., Bonds.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:05.0 | And for our podcast subscribers, this is Invest Talk, above average investing for the average investor. |
| 0:16.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial portfolio manager Luke Guerrero. Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:38.0 | It is Tuesday, August 13, 2024 and I am your host today, Luke Brown. |
| 0:42.6 | And I'm very excited to be with you |
| 0:45.7 | for another episode of this program |
| 0:48.0 | because I love coming here each and every day. |
| 0:51.5 | Well, I guess not each and every day, but the days that Justin allows me to be here with you to answer your finance and investment questions. |
| 1:00.0 | That's a busy macro week this week that is for certain. |
| 1:05.0 | We already had a PPI release today. |
| 1:06.5 | CPIs coming tomorrow. |
| 1:07.7 | Retail sales down the road, which means there's a lot of information for not just |
| 1:11.0 | the market to digest, but for us to digest as well. |
| 1:15.0 | And I'll be there helping you out along the way. |
| 1:18.0 | Now with that being said, we're going to talk about the market performance |
| 1:20.9 | today a little bit later on and run down the show topics as well but first let's |
| 1:25.4 | tackle our first caller question. |
| 1:27.1 | Just had a question for you regarding Canadian Imperial Bank of Commerce, ticker symbol of CM, like to know if you think |
| 1:36.2 | it's a good stock and like purchase it, but I like to get your opinion. |
| 1:39.4 | Thank you very much, bye. |
| 1:42.4 | Canadian Imperial Bank of Commerce, ticker CM, is a Canadian financial institution |
... |
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