#56: You missed the cocktail party, but the reception is just about to begin - Q4 Quarterly Edge Report
Release Date: 09/26/2024
#82: Manufacturing Slumps, Services Hold Strong: December Market Insight
Blue Chip FM
Interested in how economic data may influence your financial plan? https://hubs.li/Q03X_VHN0 In this episode of Blue Chip NOW!, Daniel Dusina, CFA and the team unpack what has been a surprisingly eventful start to December across the equity and fixed-income markets. The discussion kicks off with the early-month sell-off in technology and crypto assets—largely sentiment-driven—before shifting into the rapid rebound fueled by optimism around artificial intelligence and expectations of a Federal Reserve rate cut. The team explains how anticipation rather than hard data has been the main...
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#81: Thankful for Data: AI Momentum, Rate Expectations, and What’s Driving Markets Now
Blue Chip FM
👉 Need help making sense of today’s markets? In this episode, the team walks through a timely Thanksgiving-week market update covering U.S. equities, Federal Reserve expectations, cryptocurrency volatility, and international market performance. The conversation begins with the sharp move higher in equities—powered largely by the AI theme and companies such as Alphabet. They discuss the tension between AI-driven enthusiasm and the macro tug-of-war created by evolving interest-rate expectations. The hosts emphasize how today’s...
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#80: Big Tech’s $800B Drop, Fed’s Balancing Act, and a Data-Driven Market Pause
Blue Chip FM
Volatility happens. Preparation is what counts. Connect with Blue Chip: In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP® dive into the recent turbulence across markets, especially among artificial intelligence and big tech stocks. The team discusses how AI-linked giants like Nvidia, Meta, and Oracle collectively shed $800 billion in value over one week — signaling that investor optimism around endless AI growth might be tempering. The team weighs whether this volatility is simply a natural “hiccup” in a fast-moving...
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#79: Soft Landing in Sight? CPI, Fed Policy & Trade Updates
Blue Chip FM
Inflation appears to cool, markets hit new highs, and the Fed faces tough choices with limited data. In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP® break down the latest CPI report, energy and commodity trends, Fed policy outlook, and U.S.–China trade updates — plus what it could mean for your portfolio. In this episode: Why the latest inflation data could support Fed rate cuts What’s behind shifts in oil, gold, and commodity prices How the Fed is “flying blind” amid limited economic data The real impact of...
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#78: Gold’s Surge, M&A Momentum, and Market Reality Checks
Blue Chip FM
Spend Confidently. Live without Regret: https://www.bluechippartners.com In this episode of Blue Chip Now, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® dive into the latest market shifts sparked by renewed U.S.-China trade tensions. The team discusses how President Trump’s floated 100% tariffs on China rattled markets, the psychology behind investor reactions, and why certain sectors are more exposed than others. They explore how political rhetoric, corporate earnings, and sentiment cycles all shape short-term volatility — and why markets may be...
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#77: Quarterly Edge - Q4 2025: Consumer Strength, Fed Cuts, and Market Strategy for Investors
Blue Chip FM
Spend Confidently. Live without Regret: In this edition of Blue Chip NOW! Quarterly Edge, Chief Investment Officer Daniel Dusina and Managing Partner Dan Seder break down the state of the U.S. economy, markets, and what could be ahead for investors. They highlight the economy’s surprising resilience, with GDP growth revised up to 3.8%, supported by strong consumer spending and healthy balance sheets—even as labor market softness emerges. Inflation has ticked higher, but with the Fed cutting rates to support employment, the challenge is avoiding a rebound in price pressures. The...
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#76: Fed Rate Cuts Explained 📉 | Inflation, Nvidia, Tesla & Market Risks
Blue Chip FM
Spend Confidently. Live without Regret: The Federal Reserve met on September 17 — and markets expect a 25 basis point rate cut. But will the Fed deliver? In this episode of Blue Chip Now, we break down interest rate expectations, inflation concerns, and what the dot plot tells us about the rest of 2025. We also cover: • Why $7 trillion in money market funds could shake up equities and bonds 💵 • Nvidia facing antitrust scrutiny in China amid trade negotiations 🇨🇳 • Musk’s $1B Tesla stock buy — confidence or just a headline? 🚗⚡ • Investor sentiment, market risks, and...
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#75: From Summer Fun to Market Shifts: September Insights
Blue Chip FM
Spend Confidently. Live without Regret: In this episode of Blue Chip Now, the team kicks things off with post–Labor Day reflections and the shift from summer into fall routines. As the discussion moves into the markets, they highlight how September can bring heightened activity and renewed volatility after a quieter summer. The conversation explores several pressing financial topics: the uncertainty surrounding U.S. tariffs after a recent appeals court ruling, ripple effects in the bond market as yields near 5%, and the fragility of investor sentiment around artificial intelligence...
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#74: Markets on the Move: U.S. Highs, Emerging Market Strength, and Fed Uncertainty
Blue Chip FM
Spend Confidently. Live without Regret: U.S. markets are hitting record highs as the S&P 500, Dow, and Nasdaq push upward, fueled by strong corporate earnings, moderate inflation readings, and speculation about Federal Reserve interest rate cuts. But it’s not just mega-cap tech stocks like Nvidia and Microsoft driving the rally. In this episode of Blue Chip NOW!, hosts Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® break down: Why momentum is building in the stock market 📈 Record inflows into international and emerging...
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#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability
Blue Chip FM
Spend Confidently. Live without Regret: In this edition of the Blue Chip NOW! Quarterly Edge, Daniel Dusina, CFA, and Dan Seder, CFA, CMT, CFP® unpack the complex economic landscape heading into the second half of 2025. They highlight how uncertainty — driven primarily by unresolved tariff developments — is affecting not only investor sentiment but also labor market behaviors. Notably, data shows that job-switchers are no longer seeing significantly higher wage growth compared to those staying with the same employer, indicating a broad shift in corporate caution and workforce...
info_outlineWatch the episode on YouTube here https://youtu.be/slP0qDhDuU0
In a changing domestic environment, a thoughtful assessment across and within asset classes is required. This includes an evaluation of both the sector and capitalization composition of investment portfolios. The domestic fixed income market has run in recent months, but we think bonds will continue to provide greater value than money market funds in the year to come.
Welcome to the Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA being interviewed by Managing Partner Daniel Seder, CFA, CMT, CFP®.
At the sector level, history indicates that consumer staples and health care can offer the strongest performance at the start of a rate cutting cycle. Along the same lines, small cap stocks have historically outperformed larger publicly traded businesses after the Federal Reserve begins to cut rates. In fixed income, domestic bonds can offer additional value relative to money market funds in a declining interest rate environment. Short-term Treasury yields tend to decline ahead of Fed rate cuts, and income distribution from money market funds generally follows shortly thereafter. Thus, we suggest tapping into high quality bonds today to avoid the yield declines that will likely be experienced by money market fund investors over the next year.
Key Points From This Episode:
[00:01:14] Analysis of sector performance during previous rate cutting cycles, highlighting consumer staples and healthcare as top performers.
[00:02:10] Discussion on the defensive nature of certain sectors and their performance in a slowing economy.
[00:03:08] Overview of the bond market dynamics during rate cuts and the performance of rate-sensitive equity sectors like utilities.
[00:04:12] Examination of underperforming sectors such as financials and energy during rate-cutting cycles and the reasons behind their struggles.
[00:08:10] Impact of monetary policy on small-cap companies and how lower interest rates create favorable conditions for these businesses.
[00:10:20] The investment committee’s perspective on adapting asset allocations based on expected economic conditions.
[00:12:08] Insights into market valuations and the broadening of market performance beyond the "Magnificent Seven" tech giants.
[00:13:15] Review of the bond market as a "once-in-a-decade" opportunity and the factors driving bond price appreciation.
[00:16:35] Discussion on future rate cut expectations and their implications for money market funds and bond yields.
[00:19:15] Analysis of the corporate bond market and why it may offer more attractive value propositions than treasuries in the current environment.
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