Payden & Rygel

🚀 Payden's Point of View Vol. 3, 2024 - Insights into Global Financial Markets 🌐 From the renaissance of "hard tech" in California to the enduring strength of the U.S. dollar, Payden & Rygel’s latest POV brings fresh perspectives on key market trends. Here are some highlights:   1️⃣ The "Hard Tech" Renaissance: Despite the "exodus" from California, cities like El Segundo are witnessing a revival of tech manufacturing, particularly in aerospace and innovation clusters. Could this be the next wave of American growth?   2️⃣ The U.S. Dollar’s Reign: Amid talks of de-dollarization, the greenback remains unparalleled in international finance. The article debunks four of the top misconceptions about the dollar.   3️⃣ AI – Boom or Bubble?: The rise of AI has fueled a tech investment boom, reminiscent of the growth of the internet era. Could we be heading towards another tech bubble?   4️⃣ Global Remittance Flows: Despite the "deglobalization" trend, remittance data reveals increasing globalization. Migrant labor and economic dependencies are shaping the future of global money flows.   📌 Check out the full analysis for an in-depth view on how these trends could shape the global financial landscape https://lnkd.in/gu74QPP6 #GlobalMarkets #FinanceTrends #TechRenaissance #USDollar #AI #FinancialInsights

As we head into Thanksgiving Weekend in the U.S., the S&P 500 Index made its 52nd record high this year, and year-to-date, the index has attained its best total return since 1998. Now that's something to be thankful for. #COTW #PaydenEconomics

This week, the U.K. Consumer Price Index (CPI) report showed that headline CPI increased 0.6% over October. Given still elevated core inflation levels, the Bank of England may be unable to cut rates at the pace of its global peers. #COTW #PaydenEconomics

Join Kerry at Booth 1302 today!

🎨 The Art of Economic Strategy with Jeffrey Cleveland 🎨 In an era defined by inflationary pressures, labor market shifts, and geopolitical tensions disrupting global supply chains, navigating the economic landscape has never been more critical. Meet Jeffrey Cleveland, Chief Economist and Director at Payden & Rygel: 📊 A key member of our Investment Policy Committee 🌍 Expert in shaping perspectives on the US and global economy at Payden & Rygel 🎙 Frequent guest on CNBC, Bloomberg, Fox Business News, and NPR Jeffrey’s insights blend data, analysis, and strategy to help clients make informed decisions in today’s complex financial markets. 🎯 Whether you’re grappling with big-picture economic shifts or looking to understand capital market implications, Jeffrey’s perspective is invaluable. Learn more about his unique approach to economic strategy at Payden & Rygel or catch him at Payden & Rygel’s Schwab Impact Booth 1302 #EconomicStrategy #MarketInsights #PaydenandRygel #ChiefEconomist

Schwab Impact begins today! Drop by our booth 1302!

💡 Make Your Cash a Strategic Investment 💡   In today’s evolving market, a customized approach to the short end of the curve can offer: ✅ Diversification ✅ Opportunities for additional income ✅ Effective duration management   At Payden & Rygel, we believe your cash should work harder for you. 👩💼 Meet Kerry Rapanot, as a Director and member of our Low Duration Strategy leadership team, Kerry specializes in tailoring investment strategies for liquidity-oriented and ultra-short portfolios. Her expertise spans: • Idea generation • Strategy implementation • Risk management Before taking on her current role, Kerry managed our Cash Trading desk, where she actively traded government, money market, and corporate bonds. 🎯 Learn how Kerry and the team can help you make the most of your cash investments. Connect with her at Payden & Rygel's booth #1302 @Schwab Impact Conference   #FixedIncome #LiquidityStrategy #CashInvesting #PaydenandRygel

🌟 Schwab IMPACT 2024 is just around the corner! 🌟 We’re gearing up to connect with you in person at Booth #1302! Whether you’re looking for innovative investment solutions, insights into fixed income strategies, or just want to chat with a team that truly understands the power of smart financial management, Payden & Rygel is the place to be. 🎯 📅 Save the date: Next week at Schwab IMPACT 2024. #SchwabIMPACT #PaydenandRygel #FinancialSolutions

This week, we crossed the Atlantic and noticed a growing economic divide between Europe and the U.S. Euro area GDP grew at a 1.4% annualized rate in Q3, compared to 2.8% in the U.S. Can Europe close the gap? #COTW #PaydenEconomics

The U.S. economy expanded at an annualized rate of 2.8% in the third quarter, with robust consumer spending contributing 90% of the growth. What’s behind continued consumer strength? In two words, income growth. This should carry consumers into the future. #COTW #PaydenEconomics