Marc To Markets

The first half of the year had stocks in rally mode and bond markets stabilizing. We have reached the inflection point where the next steps by the Fed are likely to decide the course of markets over the remainder of the year. On this episode I cover: The performance of stock and bonds markets year-to-date;Why the US stock market is up so much;The recession that’s always predicted by some but has yet to arrive;How to play the bond market with rates now much higher;Our outlook for inflation;The most compelling opportunities today.This episode is a replay of a client webinar from July 2023.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projectio