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Too much worry over this week’s Fed meeting?

Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat.

Fed Meeting Next Week, Not Expected To Raise Rates

The Fed is not expected to raise rates in next week's meeting, and they may be done for the year – but don’t take that to the bank. Annex Wealth Management’s Dave Spano discusses.
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Both sides think they’re going to win the election. That’s good.

There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?

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