Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23
Rate cuts are coming – and they’re coming fast. That’s been the theme out of Wall Street so far this week, but one of our guests sees it differently. He’s not expecting a cut until the fourth quarter, but he does however see a significant slowdown ahead. Given what we just heard from FedEx, could he be right? He joins us to make his case. Plus, the office sector has been hit hard by higher rates, but one analyst says it’s also been given a rare opportunity. He joins us with what he means by that, and how you can take advantage of it. And positioning for the new year. Our markets guest is looking overseas for opportunities. She’ll tell us where and what she’s buying.
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Show Notes
Rate cuts are coming – and they’re coming fast. That’s been the theme out of Wall Street so far this week, but one of our guests sees it differently. He’s not expecting a cut until the fourth quarter, but he does however see a significant slowdown ahead. Given what we just heard from FedEx, could he be right? He joins us to make his case. Plus, the office sector has been hit hard by higher rates, but one analyst says it’s also been given a rare opportunity. He joins us with what he means by that, and how you can take advantage of it. And positioning for the new year. Our markets guest is looking overseas for opportunities. She’ll tell us where and what she’s buying.
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