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The US Federal Reserve's latest rate cut is shaking up global markets, with Australian shares leading the way! Discover why REITs are soaring and how inflation might not be over yet. Curious about what’s next for your investments? 🔗 Read more on HPartners: https://bit.ly/3zMCvpj #Economy #FinancialUpdate #HPartners #EconomicInsights #Investing

I just published our third quarter Review in which I look at the Fed's policy transition and what the upcoming election could mean for financial markets and investors. Let me know your thoughts.

US bond yields have moved up sharply over the past two months. The increase, however, has so far been an orderly one. With the US economy already growing at full potential, further stimulus risks driving inflation higher. Higher inflation and government bond yields have the potential to derail growth if the Treasury doesn’t appear to have a credible plan to fund the tax cuts proposed by President-elect Donald Trump. More in Nicholas Brooks' latest macro economic analysis report: ‘What does Trump’s election win mean for the global economy?’ 🔗 READ: https://lnkd.in/eiaUSCRt ✨ DOWNLOAD PDF (Clients only): https://lnkd.in/ek9sVJzc At ICG we: 💡 Provide flexible, sustainable solutions 🎯 Drive performance 💫 Operate with purpose #PrivateMarkets #PrivateCapital #Alternatives #Economics #MacroEconomics Capital at risk.

Despite recent challenges, both the #economy and #markets have shown resiliency—and we don't think that signifies a disconnect from reality. We do, however, think that any good #investment outlook should take an honest look at #risks. From high #rates and frothy #valuations to #election uncertainty, this week's J.P. Morgan Top Market Takeaways addresses what's keeping us up at night, and how #investors can stay vigilant. #inflation #Fed #interestrates #earnings #politics #equities #bonds #investing

Third Day Capital's third Quarter Global Economic and Market Review - the Fed's policy recalibration and the election. In our third quarter Review, we look at the Federal Reserve's shift in monetary policy stance and what the upcoming election could mean for financial markets and investors. Please leave a comment with your thoughts, and feel free to share it with your network. If you liked this piece, make sure you subscribe to our Economics & Investing series and consider subscribing to our other two series – Family Wealth / Legacy & Estate Planning and Philanthropy. https://lnkd.in/gW-8C8r7 #economics #economy #stocks #stockmarket #bonds #bondmarket #equities #fixedincome #interestrates #financialmarkets #federalreserve #thefed #economics #finance #investments #investing #commodities #gold #naturalgas #oil #inflation #investors #investmentstrategy #wealthmanagement

Here is my latest article in the Financial Review. The essential theme is that bond yields may be “sticky” even if the Fed (cautiously) eases monetary policy. That circumstance is down to a gargantuan US budget deficit at a time when the US economy is not far off full capacity. That neither of the US Presidential candidates has a coherent plan to address the deficit indicates “a bad moon on the rise”. Investors should “get their things together” and consciously diversify their portfolios through seeking exposures uncorrelated with bond and equity beta. #GSFM #USBudgetDeficit #PresidentialElection

October was a volatile month for investment markets.  This was largely attributable to the impending U.S. election and the associated implications of potential policy shifts on inflation and interest rates.  Meanwhile, stronger-than-expected U.S. economic data prompted investors to reassess the probability of a U.S. recession and the anticipated path of rates by the Federal Reserve.    Please follow the link below to read more in our October 2024 Monthly Market Review: https://lnkd.in/gmg6HhPX Simone Rouse, CFA Jessica Davenport Jono Gourlay, MAppFin, FFin, B.A.(Hons) Bruce Budd Hemant Govan #wealthmanagement #intergenerationalwealth #whatmattersmost

As we look to the week ahead, Paul Durrans, Investment Director, looks at the recent decision from the Federal Reserve to lower interest rates and some of the key US economic data that will be coming through this week. This week, members of the Federal Reserve voting committee will be giving their perspectives on the health of the US economy and the strength of labour markets. In recent months investors have moved on from inflation concerns to economic growth uncertainty. Key economic data points this week, such as consumer confidence, will give a good gauge of the strength of the economy.   #morningmarkets #investing #truepotential #inflation #interestrates #federalreserve

In our latest Pulse Survey, learn what American Beacon Advisors sub-advisors think about the economy, inflation, Federal Reserve policy and the U.S. equity market: https://ow.ly/ekV050SQo1V

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