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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 discussion then shifts to market valuations and opportunities. While large-cap tech skews headline indices, sectors like consumer discretionary and healthcare appear undervalued on an equal-weighted basis. With money market yields set to fall as rates decline, investors may reallocate cash into stocks and bonds. The takeaway: the economy remains resilient, but smart selectivity and close attention to the Fed, labor, and consumer psychology will matter most in the months ahead.
"It should be no surprise that as goes the consumer, so goes the US economy, as the consumer is roughly 70% of GDP." – Daniel Dusina
Disclaimer: Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company’s board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct.
Links:
Daniel Dusina: https://www.bluechippartners.com/about/our-team/daniel-dusina/
Dan Seder: https://www.bluechippartners.com/about/our-team/daniel-seder/
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