Sep 28, 2023
Something More with
Featuring Chris Boyd,
Jeff Perry, and Special Guest Brian Regan
Topic: Economic and
Forecast: The discussion starts with an expected GDP growth rate
of 4.9%. With his profound insights into economics, Brian unpacks
what this figure might mean for businesses and everyday
- 10-year Treasury
notable concern is the rapid rise in the 10-year Treasury rate. The
team dives into the potential implications of this surge and its
broader impact on the financial markets.
- Federal Reserve
a surprising move, it has tempered its expectations for future rate
hikes. Brian provides context on this decision, shedding light on
its implications for the future economic landscape.
- Impact on
Stocks: With the Fed's announcement, there's a growing
sentiment that riskier stocks might face a challenging period.
Chris, Jeff, and Brian weigh in on which sectors might be hit
hardest and strategies investors might consider.
- Consumer Behavior
curious trend is emerging at retail giants like Costco.
Discretionary items, typically hot-sellers, are seeing a decline.
Instead, consumers are allocating more of their spending towards
services and transportation. The trio unpacks what's driving this
behavioral change and its potential long-term
- Housing & Travel
consensus is that housing prices might experience a cool-down
period. Conversely, travel is anticipated to normalize with the
world trying to find its post-pandemic footing. Brian adds his
perspective on how these trends might evolve in the coming
- Economic Growth
Drivers: One positive note amidst all the fluctuations is the
projected economic growth stemming from durable goods, particularly
in sectors like aviation. The conversation explores how industries
centered around durable goods like airplanes are poised to
contribute to the economy's growth trajectory
This enlightening session
provides listeners with a comprehensive look at the current state
of the economy, potential challenges ahead, and the silver linings
that promise brighter days for specific sectors—a must-listen for
anyone keen on staying updated on market trends and economic