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From Japan to Jackson Hole: What’s Next for Markets and the Fed?
In Episode 40 of Market Enthusiast, Noah and Chris dive into the U.S.–Japan trade deal and the ripple effect it's having on global markets, with the S&P 500 and international indexes hitting all-time highs for the first time since 2017. They cover the value vs. growth shift, strength in small and mid-caps, inflation updates, Fed policy outlook, and why diversification is finally delivering. The episode wraps with timely midyear advice for investors, including checking 401(k) contributions and considering Roth options.
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The skinny
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