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New Post: Round up of today’s market news - https://lnkd.in/dDqewyFh US Equity Markets Close Lower Amid Tech Sector Weakness and Rate Cut Concerns Economic Data next week includes CPI, PPI & UMich US August non-farm payrolls +142K Fed's Goolsbee: Critical challenge is not letting things turn into something worse Fed's Waller : Forecasts could be wrong, must be nimble as data comes in Gold Retreats from Near Record High Amid Fed Rate Cut Speculation Baker Hughes Rig Count Report House prices in the UK continue to nudge higher Chinese banks used swaps to build short positions in the dollar of around US$100 billion - Bloomberg report

For a second straight week, a large scale sector rotation trade played out in US #equity markets. Tech #stocks were weak, and previously unloved portions of the market found a bid, including cyclicals, real estate, and small caps. #Bond yields moved higher in the latter part of the week after a 2+ week rally that had seen them fall by ~25bp. Macro was a mixed bag. Import/export prices continue to signal that international trade is not a significant source of inflation at the moment (although we’re certainly keeping an eye on bulk shipping rates which have climbed a lot this year). Retail sales and housing activity (permits and starts) came in better than expected in June. On the flip side, jobless claims edged higher (as they’ve been doing recently), and of course the LEI fell once again and is now 14.8% off the peak from the end of 2021. Enjoy! https://lnkd.in/gsrgPwaw #investing #wealthmanagement #financialplanning #gooddecisions #albionfinancialgroup

Q3 saw steady growth in equities and bonds alike as the Federal Reserve cut interest rates. With international markets outpacing their domestic counterparts, Darin Richards provides an in-depth analysis of the road ahead. Click the link below to read the full market commentary.

New Post: Round up of today’s market news - https://lnkd.in/d9z-X5Db S&P Gain's with Modest Closing Increase * US treasury auctions off $13 billion of 20 year bonds * Atlanta Fed GDPNow growth estimate was raised to 3% * US August retail sales data came out strong * Microsoft has announced a new US$60bn share repurchase program * Gold Facing Headwinds as the US Dollar climbs * Oil private survey of inventory shows a headline crude oil build vs. draw expected * US aims to add 6 million barrels for SPR - Reuters report * European equity close: Solid gains ahead of the Fed decision * ECB's Villeroy: French goal to cut deficit to 3% of GDP by 2027 is not realistic

The economic calendar showed little progress on inflation. The Consumer Price Index (CPI) showed an increase of 0.3% in November, which was in line with the street’s expectations. The headline print was up 2.7% on a year-over-year basis, up from 2.6% in October. The Core reading, which excludes food and energy, was also up 0.3% and 3.3% year-over-year, unchanged from October.

Rising long-term interest rates and fewer planned Fed cuts in 2025 are shaking up the markets. What does this mean for your investments in the year ahead? Watch the latest Market Thoughts video from Commonwealth CIO, Brad McMillan: https://bit.ly/409afpE

Q3 saw steady growth in equities and bonds alike as the Federal Reserve cut interest rates. With international markets outpacing their domestic counterparts, Darin Richards provides an in-depth analysis of the road ahead. Click the link below to read the full market commentary.

📉 Federal Reserve Rate Cut Expected This Week 📉 Markets and economists are in strong agreement: The Federal Reserve is poised to cut interest rates by 0.25% at its policy meeting on Wednesday. But that's not all - here's what else to watch for: 🔹 Forward Guidance: Expect signals of fewer rate cuts in 2025 than previously forecasted. 🔹 Higher Terminal Rate: Officials are likely to adjust the "dot plots" upward, aligning closer to market expectations. 🔹 January Pause: Chair Jerome Powell is anticipated to hint at a pause in rate changes for January, though he won't completely close off options. With inflation remaining sticky above the 2% target, the Fed's decisions will be crucial for the economic outlook. Stay tuned for Powell's press conference for more insights! #FederalReserve #InterestRates #Economy #Inflation #MonetaryPolicy

Invesco asks: What interest rate cuts could mean for markets The Federal Reserve appears to be on the verge of cutting rates. Learn what it may mean for markets and investments based on past easing cycles.

Where do we start with markets this week? The S&P 500 just reached a fresh all-time high, proving that positive economic data can keep the optimism alive, even as Middle East tensions simmer and the U.S. election looms. A big test comes when the latest Consumer Price Index (CPI) numbers are released later today. With big banks kicking off earnings season on Friday, the whispers about potential rate cuts could soon get louder! 📣 Meanwhile, over in China, the stock market’s fever dream has come to a screeching halt. The once-booming rally hit a brick wall, with the CSI 300 tumbling to its worst single-day drop since the early days of Covid. Hopes for government stimulus fizzled, and the Hang Seng soon followed suit. Trading was so frantic, even some brokerage apps froze 🧊 up under the pressure. It’s safe to say the shift from “euphoria” to “uh-oh” happened fast. Markets are on edge, but where there's risk, there's also room for opportunity. So hang on tight, it’s shaping up to be a wild ride! Anyone else feeling they’ve been on this roller coaster before? 🎢📈