Our fourth-quarter outlook highlights the resilient performance of U.S. stocks, the broad-based nature of recent market gains, and the positive impact of U.S. economic strength on global markets. Despite potential volatility around the upcoming elections and concerns about government debt levels, we remain optimistic about corporate earnings growth and emphasize the continued importance of government stimulus in shaping the economic landscape. Click the link to read more: https://lnkd.in/eVwmFH-X

In our latest Investment Outlook, we examine the prognosis for upcoming interest rate cuts, how markets historically have reacted to cuts, and what overall market performance has been over time. https://hubs.la/Q02PzGMZ0 #InvestmentOutlook #MarketView

US economy continues to surprise on the upside. Deloitte. The Q1 2024 forecast indicates an optimistic outlook for the economy, but geopolitical risks and inflation concerns persist. 🔗 Read the full article on Investment IQ: https://lnkd.in/evNvMXjC #investing #assetmanagement #wealthmanagement #finance

Last week, the equity markets experienced notable volatility, reflecting the impact of the Federal Reserve’s updated outlook. While challenges surfaced with rising bond yields, the U.S. economy demonstrated continued strength. As we close out the year, the markets remain in a period of adjustment. Check out the details here: https://lnkd.in/ewNyZCuu

Wall Street Journal - How Markets Have Responded to Deficits Stocks keep hitting records, but the past has included some episodes of market unrest Investors say the prospect of bigger budget imbalances in the second Trump administration is a factor behind the recent climb in Treasury yields, which help set borrowing costs throughout the economy. This year’s projected budget deficit of $1.9 trillion is already likely to reach more than 6% of economic output, a threshold crossed previously only during World War II, the 2008-09 financial crisis and the Covid-19 pandemic. Generally speaking, deficit spending adds to corporate profits. Where things could get hairy is if the bond market feels like now rates have to be higher for longer, and that starts to crimp investment spending. https://lnkd.in/g5-hyh3B

US economy continues to surprise on the upside. Deloitte. The Q1 2024 forecast indicates an optimistic outlook for the economy, but geopolitical risks and inflation concerns persist. 🔗 Read the full article on Investment IQ: https://lnkd.in/evNvMXjC #investing #assetmanagement #wealthmanagement #finance

Curious about what’s ahead for the economy in 2025? Cetera Investment Management predicts a “Great Moderation” as inflation, interest rates, labor market conditions, economic growth, and stock and bond returns are expected to steady. Explore their 2025 Annual Outlook for insights: [Read More](https://lnkd.in/gNa2ZXyG) #MarketOutlook2025 #FinancialInsights #PlanWithPurpose #RayhonsFinancial

Q3 2024: What Investors Should Watch 🌐 Three key factors are shaping the investment landscape this quarter: 1. GDP Growth: Market reactions to economic data. 2. Tech Dominance: The role of mega-cap stocks. 3. Fiscal Health: The impact of U.S. government spending. 📖 Dive deeper into these insights from our CIO, Tim Courtney, here: https://bit.ly/3LtrLhK #InvestmentStrategy #MarketTrends #Q32024 #EconomicIndicators #FiscalDiscipline

In our view, solid earnings and interest rate cuts amid decent economic growth with declining inflation should lead to corporate credit outperformance over US Treasurys. Learn more in our Investment Outlook: https://lnkd.in/eAtKz4VP #Economy #Outlook #Inflation

We continue to favor allocations in the high yield space as macroeconomic data supports a stronger U.S. growth story. Earnings, employment, and production all reflect a strong underlying economy. While credit spreads have tightened considerably over the last six months, we feel all-in yields justify holding positions. Read more: https://bit.ly/3UkOjW2