What a Strong Economy Now Means for the Rest of 2024

What's next for the bond market, Nvidia, and tech stock dividends.

Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.

00:50 How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?

01:36 Will the Economy Get a Soft Landing?

03:08 Nvidia is Driving the Stock Market’s Bull Run

04:28 Nvidia Stock Outlook

05:26 Why We’re Seeing More Stock Splits in 2024

06:40 New Dividends From Mega-Cap Tech Companies

08:12 What Could Provide a Lift to the Bond Market?

09:18 Why Investors Should Still Own Bonds

10:06 Key Takeaways



Read about topics from this episode.

Subscribe to Smart Investor https://www.morningstar.com/newsletters

A Cautious Fed Eyes Just One Rate Cut In 2024 https://www.morningstar.com/economy/c...

What Does Nvidia’s Stock Split Mean for Investors? https://www.morningstar.com/markets/w...

These Stocks Are (Still) Powering the Bull Market https://www.morningstar.com/markets/t...

Job Gains Surged Again In May, Dashing Hopes of a Sustainable Slowdown https://www.morningstar.com/economy/j...

It’s Been a Terrible Time for Bonds. Here’s Why You Should Own Them https://www.morningstar.com/financial...





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Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/people/iv...

Tom Lauricella https://www.morningstar.com/people/to...



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