Introduction

Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom.

What to Expect from the Fed in 2024

Inflation and Housing  

Dropping Bond Yields 

The Magnificent Seven Stocks

Nvidia Stock vs Cisco Stock

Who Is Next to Benefit from AI?

Outlook for Obesity Drug Stocks 

The Bond Market in 2023

2024 Outlook

Read about topics from this episode.  

Fed Inches Closer to 2024 Rate Cuts

How Have the Magnificent Seven’s Earnings Been Looking?

Nvidia 2023 vs. Cisco 1999: Will History Repeat?

7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch

Obesity Drug Stocks: Where to Invest Now

The 4 Biggest Market Stories of 2023 — and What’s Next in 2024

What to watch from Morningstar.

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

Read what our team is writing:

Tom Lauricella

Ivanna Hampton

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