Zacks Investment Management

Mitch looks at inflation’s positive trend, and replies to whether the Fed cut will be 25 or 50 basis points…and whether it will make much difference.

After nearly two years of intense concerns about inflation and interest rates, the focus of worry has now turned to economic growth, including manufacturing and jobs.

Many equity investors feel positive about year-to-date equity returns, but caution around recent volatility shows that there is still a “wall of worry” to climb.

Mega-cap tech stock performance beat out by Utilities, China’s economy is doing better than headlines suggest, U.S. manufacturing weakens while services expand

The CAPE ratio and the Fed Model are both signaling that stocks are too expensive. But Mitch explains that these models are often wrong about where the market is heading.