“So if we look at the beginning of 2024, the market had priced in modest GDP growth and more than half a dozen rate cuts. And what we got instead was quite different. It was double the expected rate of growth and just 3 rate cuts.”
Each quarter, Julie Biel, CFA, Chief Market Strategist offers her perspective on the underlying forces driving the market. Listen to her most recent episode where Julie recaps market activity during 4Q 2024, focusing on these areas:
- Improved business confidence following the US Presidential election
- Further broadening in the market
- Views on a recovery in small caps in 2025
For more insights, read our 4Q 2024 Commentary or subscribe to KayneCast where we provide the latest updates from the KAR Investment Team on our investment strategies.
KayneCast is available on Apple Podcasts and Spotify.