Justin Rasmussen, CPFA®’s Post

Against a backdrop of persistent inflation, steady Fed rates and rising consumer optimism, CEOs of companies large and small need insights to navigate the current economic and political landscape to make more informed decisions. Our Chief Investment Office is proud to present the second issue of the CEO Macro Briefing Book to help you lead with confidence. I invite you to explore the report today. Feel free to reach out to me with questions. #smallbusiness #founders #businessowners #economy #recession

🌍 How Trump’s Victory Could Set the Global Economy on a Collision Course 🌍 The impact of political shifts on the global economy is undeniable—and Trump’s return could be a game changer. From trade wars and market volatility to shifts in global alliances, the ripple effects are already being felt. Could the world be on the brink of an economic showdown? My latest article explores how Trump's victory might disrupt markets, influence policies, and challenge economic stability worldwide. 🔍 How do you think these dynamics will unfold, and what steps should businesses and investors take to prepare? 👉 Dive into the analysis and join the conversation: https://lnkd.in/d9aRvaKu 💬 I’d love to hear your thoughts—are we bracing for turbulence or new opportunities? Comment below! #TrumpEffect #GlobalEconomy #EconomicOutlook #MarketVolatility #PoliticalImpact #BusinessStrategy #EconomicTrends #TradeWars #GlobalFinance #LinkedInInsights

Is a recession on the horizon? The combined signals from these two economic indicators, often seen as a harbinger of an impending economic downturn, have significant implications for company valuations. This article explores how investment professionals and fund managers can benefit from consulting with valuation firms to gain a broader perspective on industry trends and competitive landscapes during recessions. Swipe through to uncover the four crucial ways economic shifts could impact company valuations. By leveraging the expertise of valuation firms, investors can make more informed decisions, identify opportunities, and navigate the complexities of a recessionary environment effectively. Read the full article, "What the Yield Curve Inversion and Real-Time Sahm Rule: Implications for Company Valuations," by John Minella: https://ankura.co/4epv858

Markets move in cycles, often mirroring the highs and lows of human emotion. When the market is down, remember that it’s part of the journey. Don’t lose hope – optimism follows even the deepest downturns. Staying steady and informed helps navigate the emotional tides of investing. Theo Vorster Warren Ingram #MarketEmotions

Ladies and Gentleman, I am excited to share insights from my upcoming presentation on navigating economic challenges, particularly the critical analysis of inflation versus recession. In today's volatile economic landscape, understanding these dynamics is paramount for businesses and individuals alike. Inflation, the persistent increase in prices of goods and services, can erode purchasing power and destabilize financial markets. Meanwhile, recession, marked by economic contraction and declining GDP, brings its own set of challenges, including unemployment and reduced consumer spending. Through meticulous research and analysis, I'll delve into the nuances of these economic phenomena, highlighting their causes, impacts, and most importantly, strategies to mitigate risks. In a world where economic uncertainties loom large, knowledge is indeed power. By grasping the intricacies of inflation and recession, we can proactively safeguard our businesses, investments, and livelihoods.

Join us on October 22, 2024 for "Culture and Markets: The Potent Mix that Fueled Growth from the Industrial Revolution to the Present." What explains the West’s extraordinary economic growth over the past two centuries? What are the factors that dramatically improved standards of living for millions of people over time? And are these forces immutable? What are the challenges facing capitalism today? Join Deirdre McCloskey, Joel Mokyr, and James Robinson, along with moderator James Heckman, as they debate and discuss the origins, development, and future of economic growth. Please register at the link below. https://ow.ly/p7hx50TriBt

Most of us have no clue how the markets actually operate, even though they impact our daily lives. I used to think the stock market was this mystical force, driven purely by numbers and economics. But after years of studying it, I realized there's a much bigger factor at play - human psychology and crowd mentality. The real driver? How people REACT to news and events as a herd. 🐑 👥 When we all buy into the same narrative, the markets swing wildly, creating booms and busts. It's a powerful reminder that investment success requires independent thinking, not just following the crowd. How well do you understand what moves markets? #stockmarket #markettrends #financialliteracy

📈When the economy takes a nosedive, how should businesses play the game to not just survive but dominate? 🗳️ Vote below and share your battle plan in the comments!👇 Economic downturns aren’t just roadblocks—they’re launchpads. Let’s spark a discussion on game-changing strategies and share insights to inspire each other. What’s your move? Vote now and share your thoughts! Your insights could fuel the next big shift in the business world. Comment, share, and let’s crush it together! #businessDomination #EconomicStrategy

When the economy takes a nosedive, how should businesses play the game to not just survive but dominate? 🗳️ Vote below and share your battle plan in the comments!

Most of us have no clue how the markets actually operate, even though they impact our daily lives. I used to think the stock market was this mystical force, driven purely by numbers and economics. But after years of studying it, I realized there's a much bigger factor at play - human psychology and crowd mentality. The real driver? How people REACT to news and events as a herd. 🐑 👥 When we all buy into the same narrative, the markets swing wildly, creating booms and busts. It's a powerful reminder that investment success requires independent thinking, not just following the crowd. How well do you understand what moves markets? #stockmarket #markettrends #financialliteracy