Thoughtful Money with Adam Taggart

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comAI-linked stocks account for a record 45% of the S&P 500's total market capitalization and drive nearly all of the gains it's had for the year so far.Note that's the S&P, the general market.These companies make up an even ...

Darius Dale is worried, in the short term, about a near-term correction in stocks.He calculates that it's more likely than not the Federal Reserve will tighten this fall in order to appease the bond market and set itself up to start easing in early 2027.But to do that, in the immediate term, it will likely spook markets by hiking (and perhaps reducing its balance sheet) soon....

Stocks have recently ripped to new highs, after spending months in a trading range.Is this a sustainable breakout?Or a false one, as we saw back in June?Portfolio manager Michael Lebowitz discuss the odds, as well as the new surprise payroll numbers, his outlook for bond yields, as well as his firm's latest trades.For everything that mattered to markets this week, watch this ...

This year so far has been full of transition & challenge for the Federal Reserve, arguably the single most influential institution for the economy.The Chairmanship has been passed on from Jerome Powell to Kevin Warsh, who appears to want to chart a more hawkish and limited scope for the Fed.Inflation remains stubbornly above the 2% target. And elevated oil prices resultin...

"Higher for longer" bond yields appear to be heading even higher and even longer than Wall Street expected.

This is the greatest threat to asset prices right now, claims Stephanie Pomboy.

Stephanie returns to offer her latest monthly macro and markets outlook.

To hear it all, watch this video.

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