Rate Reversal, Unhealthy Returns, 15 Days Until Election Day 10/21/24
Rates, overall, have moved higher since the Fed’s jumbo rate cut last month. We’ll look at what’s behind the moves and how to position. Plus, Cigna and Humana shares are on the move as deal talks may be back on, but one strategist calls this the most challenging fundamental backdrop ever for health insurers. And we’ve got a view on the ground in one county that could decide the election, as we kick off the 2024 Your Money, Your Vote Roadtrip.
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Show Notes
Rates, overall, have moved higher since the Fed’s jumbo rate cut last month. We’ll look at what’s behind the moves and how to position. Plus, Cigna and Humana shares are on the move as deal talks may be back on, but one strategist calls this the most challenging fundamental backdrop ever for health insurers. And we’ve got a view on the ground in one county that could decide the election, as we kick off the 2024 Your Money, Your Vote Roadtrip.
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