Paragon Management’s Post

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.

From 2020 to 2023 the local economy faced high levels of inflation, depreciating exchange rate and rising interest rates. This deterioration in macroeconomic variables led to the reduction in disposable income and contraction in consumer demand. Most businesses are struggling to keep the doors open. We are in 2024 and the environment is still hyper inflationary. It seems there is nothing we can't do to stabilize the economy without fixing our politics and industry revival first. What does it really take to stabilize the local economy and promote business success? As it stands we are living more people behind than we are taking forward. What are your thoughts? #economy #politics #macroeconomicvariables

Economists weigh in on the future of inflation and the U.S. economy. https://lnkd.in/eKyPXq9S The Wall Street Journal #economy #inflation #interestrates #Fed #recession #investing

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

Interesting graph and article in the WSJ analyzing the economy during the pandemic until now. Why the Recession Still Isn’t Here https://lnkd.in/gFhAQ-hA

Five trends will impact the U.S. economy and financial markets in 2025, including jobs, consumption, growth, inflation, and interest rates. https://lnkd.in/evsUcEP4

This week's Weekly Market Commentary discusses the complexities of the U.S. economy with insights on high inflation, interest rates, and labor market concerns. ➡️ https://lnkd.in/dvHzUjrw

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. 

Our September economic review explores the key market and economic trends that could impact the rest of 2024 and beyond, including: ➡️ Slowing US job growth, raising unemployment ➡️ Progressing inflation fight but remains above target ➡️ Sluggish economic data may require interest rate adjustment Get the full report here: https://lnkd.in/gfKBqYTt #EconomicUpdate #MarketInsights #InterestRates

Five trends will impact the U.S. economy and financial markets in 2025, including jobs, consumption, growth, inflation, and interest rates. https://lnkd.in/g6zkZ6sV