Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Also, how bonds have rebounded from history’s worst market, and what to watch for in the second half of the year.
Investing Insights · Ivanna Hampton, Tom Lauricella
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Show Notes
In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing.
Timestamps
00:00 Introduction
00:31 The Fed Holds Rates Steady
01:39 Bank Failures
02:31 Jerome Powell’s Thoughts On Inflation
03:26 Outlook For Interest Rate Cuts
04:25 Are We in a Bull Market?
05:20 Concentrated Stock Markets
07:08 AI and the Stock Market Rally
08:13 Look Under the AI Hood
09:04 Bonds in 2023
10:24 Bond Investors Looking for High Yields
11:35 Market Takeaways for 2023
Read about topics from this episode.
May CPI Report Suggests Inflation Is Turning a Corner https://www.morningstar.com/markets/may-cpi-report-suggests-inflation-is-turning-corner
Strong May Jobs Report Shows Any Recession is Still Out on the Horizon https://www.morningstar.com/markets/strong-may-jobs-report-shows-any-recession-is-still-out-horizon
Fed Meeting Preview: Will Powell Unveil a Rate-Hike Pause or a ‘Skip’? https://www.morningstar.com/markets/fed-meeting-preview-will-powell-unveil-rate-hike-pause-or-skip
U.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-2023
5 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-market
What Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worth
BlackRock’s Rieder: Grab High Yields on Super-Safe Bonds While You Can https://www.morningstar.com/markets/blackrocks-rieder-grab-high-yields-super-safe-bonds-while-you-can
Regulatory Limbo Likely for Coinbase as SEC Brings Charges https://www.morningstar.com/stocks/sec-brings-charges-against-coinbase
What to watch from Morningstar.
Gain From the Weight-Loss Trend With These Stocks https://youtu.be/MwxQTNZ2L5w
Double Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQss
What to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKI
Just Where’s the U.S. Economy Headed? https://youtu.be/IiZGjhUcPoE
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella
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