WEEKLY UPDATE ~ Ep. 96 - Post-Election Outlook, Fed Rate Expectations & Q3 Earnings
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Charles Brown, portfolio manager at CB3 Financial, examines the post-election landscape and what it could mean for portfolios in the months ahead. He shares his perspective on political gridlock, the Federal Reserve’s next move, and the earnings trends shaping the market.
Charles also discusses pressure on household spending, the recent selloff in major technology companies, and the addition of financial-sector exposure to CB3’s discretionary strategies.
In This Episode
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Election takeaways and Charles’s outlook for Washington
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The market’s reaction and potential obstacles to data center expansion
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His expectations for the Fed’s December meeting
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Third-quarter earnings across energy, technology, and financials
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Affordability pressures and lagging consumer discretionary growth
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Alphabet, Amazon, and Meta’s declines
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Why CB3 added the financial-sector ETF XLF to discretionary strategies
Coming Up Join Charles for the CB3 Live Show on Thursday, November 12.
Hosted by Charles Brown, Portfolio Manager at CB3 Financial