David Lin | Fed Pivot Imminent? Why Central Banks Are Cutting Rates Now | Cameron Dawson @TheDavidLinReport | Uploaded June 2024 | Updated October 2024, 2 hours ago.
With the Bank of Canada cutting rates this week for the first time since March, 2020, all eyes are on when the other central banks, including the Fed will follow suit. Cameron Dawson, CIO of NewEdge Wealth, discusses the factors behind the Fed's monetary policy decisions, as well as guidance for GDP and earnings growth.

*This video was recorded on June 3, 2024

Cameron's last interview with me: youtu.be/VUILvURCG10?si=yBMisKBF1mNMSV7a

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0:00 - Intro
0:32 - Inflation
6:30 - Why has the Fed not cut rates?
10:18 - Bonds and cash
12:18 - Long-term yields
15:45 - Labor market
19:24 - Equities valuations
21:42 - Catalyst for market correction
23:00 - Momentum
25:31 - Utilities sector
26:55 - Tech stocks 'flashing issues'
29:00 - Emerging markets
31:33 - Asset allocation
36:15 - AI investment implications

#investing #stocks #economy