Posted 1/5/2024, 8:58:47 PM
Markets Face Uncertainty Amid Geopolitical Tensions, Rate Outlook
- Financial markets facing uncertainty due to geopolitical tensions, rising oil prices, robust jobs report potentially delaying rate cuts
- Long-term treasury rates surged 20 basis points in past week, impacting high-growth stocks
- Outlook hinges on resolution of Middle East conflicts and potential emerging Asia tensions
- Earnings season will show if high growth companies can deliver on implied growth and margin expansion
- Backdrop of low rates and global stabilization positions 2024 as a potential standout year if investors position portfolios correctly amid uncertainties