Markets Panic Selling? Fed Cuts, Growth Myths, & Is AI a Bubble? | Market Insights Broadcast
The Market Insights Broadcast
<p>In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, break down what markets are actually responding to and what investors may be overreacting to.</p>
<p>From Federal Reserve rate expectations to GDP forecasts, earnings leadership, and market growth myths, the team walks through why recent volatility has looked more like short-term panic than a fundamental shift. Using historical data and current earnings trends, they explain why growth continues to surprise to the upside and whether betting against U.S. markets (or innovation) works.</p>
<p><strong>Key Topics Include:</strong></p>
<ul>
<li>Why recent volatility wasn’t true panic selling</li>
<li>Fed rate cuts: what mattered in 2025 and why 2026 may be different</li>
<li>GDP forecasts and why growth keeps getting underestimated</li>
<li>Why the “Magnificent 7” continue to drive earnings growth</li>
<li>U.S. dollar weakness and global performance narratives</li>
<li>Why AI does not resemble past market bubbles</li>
<li>Money supply trends and what they signal for markets</li>
</ul>
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<p>Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.</p>