Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast.Episode transcriptsShow links: Historic week ends with S&P above 5,300, Dow scaling 40K for the first time everS&P 500 Earnings Season Suggest A Dire 2024 ForecastBull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
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