The paths of economic growth, the labor market, and inflation are far from clear, further complicating the FOMC’s efforts to properly calibrate monetary policy. As we noted last month, it seems that each and every economic data release is being interpreted as though it provides definitive evidence of where the economy is heading. Political tensions here and abroad add an additional twist to current market volatility. Our latest publication shares our view of the economy and the markets, as well as our house view on asset allocation.
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More Relevant Posts
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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
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In our latest investment outlook, we examine how positive economic data has affected interest rates and the markets. We also consider the outlook for inflation and what that means for the economy, the markets, and portfolios. https://hubs.la/Q02tp1T20 #InvestmentOutlook #MarketView
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In “Weird Market Dynamics: Part Two,” we explore the complexities of the post-Covid economic landscape, where inflation has become a puzzling challenge. Building on insights from part one, the article examines key indicators such as GDP, inflation, interest, and unemployment rates to understand why recession predictions have missed the mark. Despite stable interest rates and variable inflation, the economic outlook remains uncertain. Learn why diversification is essential for insurers as they navigate this unpredictable environment.
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Since mid-year, we’ve emphasized that U.S. economic growth would remain resilient. We held firm in our constructive view through the summer’s market volatility, and subsequent data releases have supported our stance. We remain confident that the economy is not in a vulnerable state — a conclusion that’s supported by the continued uptrend in our U.S. Weekly Leading Index.
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In his Global Macro Overview, Head of Global Macro Strategy Paul Mielczarski shares his outlook for U.S. policy rate cuts. “Hot U.S. inflation prints in the first quarter raised doubts about the Federal Reserve’s ability to cut rates in 2024. But the more recent data show a resumption of the disinflationary trend. Meanwhile, growth in the U.S. has slowed in the first half of 2024, and we expect further weakness as the economy adjusts to high interest rates and reduced fiscal support.” he says: https://bit.ly/4d2oMIH
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Financial Advisor at Fulcrum Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC
"As we head into 2025, the economy appears to be on solid footing, though macroeconomic and political risks remain." Read more on our December Market Update here: https://lnkd.in/gnBTtgcX
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Financial Advisor at Fulcrum Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC
"As we head into 2025, the economy appears to be on solid footing, though macroeconomic and political risks remain." Read more on our December Market Update here: https://lnkd.in/gnBTtgcX
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Financial Advisor at Fulcrum Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC
"As we head into 2025, the economy appears to be on solid footing, though macroeconomic and political risks remain." Read more on our December Market Update here: https://lnkd.in/gnBTtgcX
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"As we head into 2025, the economy appears to be on solid footing, though macroeconomic and political risks remain." Read more on our December Market Update here: https://lnkd.in/gnBTtgcX
