Channelchek’s Post

The Federal Reserve's recent reduction in interest rates is a calculated reaction to economic difficulties, especially the potential for a recession 📈 The goal of lowering rates is to encourage borrowing and expenditure, which will benefit both consumers and companies. By facilitating credit accessibility, promoting investment, and promoting consumer confidence, this monetary policy seeks to enhance economic growth. The Fed's commitment to alleviating economic downturns is highlighted by the correlation between interest rate adjustments and a potential recession, which underscores the uncertainty surrounding these periods. 📉 In order to plan strategically and make the best financial decisions possible in a changing economic environment, organisations must comprehend the nature of this dynamic. 💵 #interestrates #economics #investment #federalreserve #finance #trading #whatwillthemarketdo #openfordiscussion

Dive into our latest article on Fixed Income Investments: Gearing up for a fluid macro environment. Our experts, Mark Nash, James Novotny, and Huw Davies, analyse the outlook for interest rates and fixed income as the US economy continues to stay resilient. 📈💼 🔍 Key Highlights: • Conflicting signals from the macroeconomic environment and their impact on the bond market. • The US Federal Reserve's recent rate cut and its implications. • The resilience of the US economy amidst elevated real rates. Don't miss out on this comprehensive analysis! For professional investors only. Click the link to read more. 👇 https://lnkd.in/g4aWVFnq #JupiterAM #FixedIncome #Investments #Economy #InterestRates #FinancialAnalysis #ExpertInsights

Macroeconomic and Fed policy developments are reshaping the fixed income landscape. What are the implications for investment portfolios? View our latest on-demand webinar to find out: https://bit.ly/3Zk0l5T

The fog of near-term events is creating some murkiness about future direction of the U.S. economy and financial markets. The U.S. election, mixed economic data and continued geopolitical developments could impact currents in different directions. It is expected that at least one of these items, the U.S. election will bring some clarity soon.   Financial markets took a bit of breath in October as well since both U.S. equities and fixed income suffered slight losses in October. Interest rates are most interesting as we have the Federal Reserve easing rates on the short end while the markets are raising yields on the long end. Written by: Steven Gattuso CFA,CFP®,CMA, Co-Chief Investment Officer of Courier Capital

Is the Federal Reserve Helping Everyone? Economist Criticizes Reactive Policies, Calls for Inclusive Prosperity #assetpriceinflation #economicgrowth #federalreserve #forwardguidance #inclusiveprosperity #inflationexpectations #InterestRates #monetarypolicy #stockmarkets #structuralreforms

The link to yesterday’s conversation with Liz Claman -- on the economy, policy and markets. Thank you, Liz, for having me on your show. https://lnkd.in/eJYQB3NK #economy #markets #federalreserve

Is the Federal Reserve Helping Everyone? Economist Criticizes Reactive Policies, Calls for Inclusive Prosperity #assetpriceinflation #economicgrowth #federalreserve #forwardguidance #inclusiveprosperity #inflationexpectations #InterestRates #monetarypolicy #stockmarkets #structuralreforms

This week's Market Commentary - May 23, 2024. #market #finances #economy #financialfuture #wealthadvisor #financialadvisor #murphywealthmanagement

Can the Fed stick the "landing?" R-Star revisited. 🔍 Explore the pivotal role of r* in shaping monetary policy. How do these factors steer our economy through post-COVID recovery? Discover more in our latest blog! 📉 #Economics #MonetaryPolicy #FederalReserve #EconomicRecovery #FinancialServices Read more: https://hubs.la/Q02GLVtq0

Interesting point for discussion indeed - when should the Fed start cutting rates and where should they then stop. Would think the start is more important and needs to be soon. As to the terminal rate, clearly needs to be far higher than the last decade's average for corporate leverage to come down albeit stay at sensible levels. The elephant in the room is the rising sovereign leverages - is it the source of the next crisis to come 🤔