Inflation fell in June, and Kathy and Liz Ann discuss the potential implications for the Fed. The markets continue to anxiously await the first rate cut, and speculation around the timing of the cuts dominates market headlines.

Liz Ann interviews market veteran Ned Davis. They discuss his start in the business and the formation of Ned Davis Research Group. He explains the concept of 360-degree research, which combines fundamentals, macro, sentiment, technology, and momentum. Davis also shares his thoughts on investor sentiment and market concentration, highlighting the impact of the stock market on the economy. He discusses the importance of debt service and the potential risks associated with rising interest rates. Davis concludes by sharing his investment rules to live by, emphasizing the role of psychology in market cycles.

Finally, Kathy and Liz Ann provide their outlook for the next week's economic date and market events.

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Good News on Inflation & Investment Rules to Live By (With Ned Davis) 32:14 Share

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Good News on Inflation & Investment Rules to Live By (With Ned Davis)