American Century Investments’ Post

March marks the fifth consecutive month of growth for markets, with gains spread across regions and capitalizations. The economy remains resilient despite stubborn inflation, leading the Fed to keep rates unchanged. In his latest monthly update, Phil Frattali reflects on the international markets and U.S. economy. https://lnkd.in/eFFEiQyk #capitalmarkets #economy

Can the global economy sustain its constructive start to the year, as policymakers attempt to start cutting interest rates without reigniting inflation? Read Henk Potts’ chapter in our April Market Perspectives report, as he explores this question and more: https://lnkd.in/efZFEX9f #BarclaysPrivateBank #BarclaysMarketPerspectives

Another month, another update! Mpho Molopyane and Mandisa Zavala are here with the latest review 🌍 From a macroeconomic perspective, we saw some positive data this month! The world economic outlook update showed growth projections that keep the soft landing scenario we've been anticipating in play. In the US, third-quarter growth numbers were strong, and inflation continued to decrease across most regions. However, core inflation remains a bit sticky. Listen to the full episode with Mpho and Mandisa here: https://bit.ly/3Z78yd9 and access the report here: https://bit.ly/4frevY1

7/22/24 - US Economic Growth Slows Despite Consumer Spending Surge; Fed Eyes 2024 Policy Shift A Bond Market review of the month July, 2024. by Jayson Schmitt, CFA, Co-Chief Investment Officer #Growth #Inflation #ChandlerAssetManagement July 2024 – Bond Market Review https://hubs.ly/Q02HxcYp0

Experts Predict Market Changes: What Lies Ahead for the Economy? #accommodativemonetarypolicy #currenteconomicsituation #economicconditions #europeancentralbank #futuredirectionofthemarket #geopoliticaltensions #inflation #InterestRates #JamesBullard #marketanalysis #monitoringincomingdata #predictions #risksanduncertainties #St.LouisFederalReservePresident #stockmarketcorrection #trajectoryoftheeconomy #upcomingrecession #WallStreetexperts #yieldcurveinversion

Experts Predict Market Changes: What Lies Ahead for the Economy? #accommodativemonetarypolicy #currenteconomicsituation #economicconditions #europeancentralbank #futuredirectionofthemarket #geopoliticaltensions #inflation #InterestRates #JamesBullard #marketanalysis #monitoringincomingdata #predictions #risksanduncertainties #St.LouisFederalReservePresident #stockmarketcorrection #trajectoryoftheeconomy #upcomingrecession #WallStreetexperts #yieldcurveinversion

I'd also add that debt is no longer an extraneous variable that creates "inflationary disruptions," but built into the economic model for most consumption-dependent economies today. When wages stagnate as they have for years relative to labor productivity, debt is the only recourse for sustaining consumption. It is difficult to view the inflationary effects of debt as "disruptions" as The Economist does, because they've become a life-raft of sorts in driving growth, without which we'd have to contend with the real prospects of a very difficult recession. #economy

As has been the case for the past several quarters, the prevailing characteristic of the economy is one of bifurcation, with interest rate-sensitive sectors remaining in a recession (as evidenced by the manufacturing sector's 16-month-long contraction), while the services sector (which accounts for nearly 80% of U.S. GDP) continues to expand. In this guest post, Larry Swedroe, Head of Financial and Economic Research at Buckingham Wealth Partners, reviews key aspects of economic activity in the 1st quarter of 2024, examines what the behaviors in the various financial markets might be suggesting about investor expectations, and offers insight into how advisors might help clients prepare moving forward. -The Threat To Economic Growth Of Rising U.S. Debt-To-GDP Ratio -Japan And European Economies Tipping Into Recession -Philly Fed's 4th Quarter 2023 Survey Of Professional Forecasters and more! https://bit.ly/4agywOC #advicers

@EL That acredited to 2023 Powel new priority fighting recession 2023-24 recession by rate pause, rate cut M7, mega cap trillion cash share buy back, generated trillion capital gain, with 59 % retail investors support consumer spending and service industriess, soared drive sticky inflation over 5.6 % pull US out of 2023-24 recession

🚀 Investor Confidence on the Rise! 🚀 Recent market trends indicate that investors are growing more confident in the Federal Reserve's ability to navigate a soft landing for the economy. A soft landing means the Fed can control inflation while gently steering the economy away from recession. This delicate balancing act is crucial for sustained growth and stability! 💡 Key Takeaways: 1. Interest Rates: Watch for updates on interest rate movements as the Fed continues to balance inflation control. 2. Economic Indicators: Keep an eye on economic indicators like unemployment rates and consumer spending, which signal overall economic health. 3. Sector Performance: Some sectors may benefit more than others in this environment. Diversification is key! Staying informed and agile in your investment strategy can make all the difference in this evolving landscape. #InvestSmart #MarketTrends #FederalReserve #EconomicGrowth #FinanceTips #Investing #SoftLanding #WealthManagement