From Yahoo Finance: 2024-04-11 17:35:52

Recent inflation data has complicated the path ahead for the Federal Reserve, leading to uncertainty about the timeline for interest rate cuts. Kestra Investment Management CIO Kara Murphy and Spear Invest Founder and CIO Ivana Delevska offer insights for investors navigating uncertain economic conditions. Murphy highlights the strong market performance despite Fed expectations, emphasizing the underlying strength in equities. Delevska suggests the market can reach new heights, especially in technology sectors, as earnings improve. The focus is shifting toward earnings growth in the second half of the year, with expectations for significant inflection in corporate profits across different sectors.



Read more at Yahoo Finance: Do markets even need rate cuts with strong fundamentals?