In this Q1 report from Assured Concepts Group, three key themes are discussed: the resilience of the US economy, potential interest rate cuts by the Federal Reserve, and the impact of the presidential election on the stock market. Despite concerns of a recession in 2023, the US economy remained robust with decreasing inflation and strong consumer spending.
The report examines projections for interest rate cuts by the Federal Reserve and historical market performance in response to such cuts. Additionally, it addresses the uncertainty surrounding the presidential election and its minimal long-term correlation with market performance. The report emphasizes the importance of disciplined investment strategies amidst market volatility and geopolitical tensions. Stay informed, stay disciplined, and focus on long-term financial goals.