Raymond James' Larry Adam on possible rate cuts, averting recession and what's priced in

Raymond James' Chief Investment Officer Larry Adam on what's already priced into the market and a slowing economy (0:40) Inflation coming down; Powell wanting more balance (2:15) Bond and equity market uncertainty (9:40). Neutral on financials; inverted yield curve (12:15). International markets; Japan green shoots (14:00). AI, breakdancing and tech innovations (18:45). Dividend growers and income (27:50).Show Notes:Letter from the Chief Investment Officer: City of Lights, Market of OpportunitiesPowell Says Inflation Isn't The Only ConcernSA Sentiment sees rate cuts starting in September3Q24 MARKET OUTLOOK: CITY OF LIGHTS, MARKET OF OPPORTUNITIESEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions