Interest-Rate Forecast: What’s Next?
Investing Insights
Morningstar, Ivanna Hampton, Sarah Hansen
4.2 • 539 Ratings
🗓️ 4 August 2023
⏱️ 21 minutes
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Summary
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| 0:00.0 | Please stay tuned for important disclosure information at the conclusion of this episode. |
| 0:10.0 | Here's what's ahead on this week's Investing Insights. Interest rates have hit a 22-year high as |
| 0:15.7 | inflation declines. I'll talk with Morningstar senior U.S. economists about his outlook for interest rate cuts. |
| 0:22.5 | Plus, tips on how to manage your money if you retire earlier than planned. |
| 0:27.3 | And two tech heavyweights in the home of Barbie have reported their earnings. |
| 0:31.5 | Morningstar analysts reveal whether meta, Microsoft, or Mattel stocks are undervalued. |
| 0:36.3 | This is Investing Insights. This is Investing Insights. |
| 0:42.2 | Welcome to Investing Insights. I'm your host, Ivanna Hampton. Let's get started with a look at the |
| 0:47.6 | Morning Star headlines. Meta's second quarter earnings report shows the strength of its |
| 0:52.7 | family of apps. Users increased across the board, and engagement remained healthy. |
| 0:58.0 | Revenue reached $32 billion in the quarter, and 11% increase from last year. |
| 1:04.0 | Ad revenue also hit double digits. |
| 1:07.0 | Advertisers are gaining confidence in metas enhanced in AI-powered campaign planning and measurement capabilities, and they're spending more. |
| 1:15.6 | The social media giant's cost cuts and efficiency led to year-over-year margin expansion for the first time since 2021. |
| 1:24.0 | Morningstar thinks margin expansion will likely continue through 2027. Although Metaverse unit |
| 1:30.6 | reality labs is expected to still rack up losses. Meta's AI investments are focused on, |
| 1:36.7 | increasing user engagement, making ad placement more efficient, and improving ad returns |
| 1:42.2 | on investment. Estimus put the number of thread users early on |
| 1:46.0 | at 100 million. However, it remains uncertain how threads will make money and keep people using the |
| 1:52.9 | text-based app. Morningstar believes meta is worth $311 per share, up from $278. The stock appears fairly valued. Microsoft reported solid, top |
| 2:05.2 | and bottom line fourth quarter results. The tech company's revenue grew 8% year over year to more |
| 2:10.7 | than $56 billion. Important areas like Microsoft 365 and the Azure Cloud platform are showing promise. Yet the company's |
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