Diane Swonk, KPMG's chief economist, summed up her thoughts on the economy "The ice is thinning…red flags are emerging for the US economy." Check out our blog post ‘to familiarize yourself with different market dynamics https://lnkd.in/gfaQ-QYb
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2023 was a mixed bag for the global economy and markets. Read our 2023 highlights to find out more. https://lnkd.in/dbehMV2R
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Brand partnership • President at Pacific Coast Investment Advisors, LLC | Fee-Only Portfolio Management & Financial Planning | Independent RIA | Dedicated Father, Husband & Friend
In 2024, the U.S. economy challenges expectations with a "No Landing" scenario. Key takeaways from our latest commentary: - Unexpected Growth: Economy continues to grow above trends, defying a slowdown despite tighter monetary policies. - Persistent Inflation: Inflation remains stubborn, suggesting a shift from the 2% target to a new norm of 4%. - Investment Implications: These dynamics necessitate a strategic review of investment portfolios. Why This Matters: - Resilient economic factors underscore growth and challenge the Fed's dovish stance. - Investment strategies must adapt to navigate "sticky" inflation and evolving interest rate expectations. Explore our full analysis for informed investment strategies in these complex times.
This month we delve into the intriguing concept of a "no landing" scenario for the U.S. economy, explore the nuances of sticky inflation, and unpack the evolving inflationary trends that could impact monetary policy in 2024. With a focus on providing insights that matter, we aim to equip you with the knowledge to make informed decisions in an evolving market. Read More: https://lnkd.in/g-Bi75-E
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This month we delve into the intriguing concept of a "no landing" scenario for the U.S. economy, explore the nuances of sticky inflation, and unpack the evolving inflationary trends that could impact monetary policy in 2024. With a focus on providing insights that matter, we aim to equip you with the knowledge to make informed decisions in an evolving market. Read More: https://lnkd.in/g-Bi75-E
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The U.S. economy is the undisputed leader of the pack on the resiliency scale, but much of the global economy is proving to be firmer than expected—again. Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Groundhog Year.” http://spr.ly/6008pvrKo #economicoutlook #economy #markets2024 #marketoutlook #bullmarket
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As we navigate through the ever-changing economic landscape, it's imperative to stay informed about lesser-known impacts shaping our world. Our latest report, "The Lesser Told Impact of Inflation," is available now on our firm's website. This analysis dives deep into the often-overlooked ramifications of inflation on both businesses and consumers. Inflation isn't just about rising prices; it's about the intricate web of consequences that affect every aspect of our lives. From shifting consumer behaviors to the challenges faced by businesses in adapting to these changes, our report uncovers the hidden narratives that are reshaping our economic landscape. With insights gleaned from research and real-world observations, we aim to shed light on the ripple effects of inflation and how they are shaping the decisions we make today and tomorrow. Read the full report here: https://lnkd.in/exwSRuwT #Inflation #EconomicInsights #BusinessStrategy #ExecutiveSearch #Recruiting #ReportRelease
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Labour market insights | Data | Skills | Taxonomies | Guidance | Talent intelligence, analytics, workforce planning and skills based transformations
The US labour market is still in ok territory at the moment, according to Lightcast senior economist Elizabeth Crofoot Lightcast collects billions of data points each month from 166 countries, this ensures our economists have the very best, up to date data to advise companies and governments #labormarket #economy #lightcast
"I’m very hesitant to say recession, because I don’t think we’re there; but this is something to keep our eye on." Our Senior Economist Elizabeth Crofoot sat down with Alicia Wallace at CNN to discuss the outlook of the economy. https://bit.ly/4cfLUCS
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As we navigate the complexities of the U.S economy, it's crucial to pause and reflect on the current landscape with a critical lens. Here are some key insights and considerations that may shape our understanding moving forward: - Analyzing the recent fluctuations in the stock market reveals a volatile environment driven by uncertainties in trade agreements and geopolitical tensions. - Inflation rates are a key indicator of economic health; keeping a close eye on these trends can provide valuable insights into the purchasing power of consumers. - The employment rate stands as a cornerstone of economic stability, reflecting the ability of businesses to grow and individuals to thrive in the workforce. - Technological advancements and digital transformation continue to reshape industries, presenting both opportunities and challenges for businesses to adapt and innovate. - Government policies and fiscal decisions play a significant role in shaping the economic landscape, influencing factors such as interest rates and taxation. The intricacies of the U.S economy call for a nuanced understanding and a holistic approach to decision-making. By staying informed, adaptable, and mindful of the interconnectedness of global markets, we can navigate these dynamic times with resilience and foresight. Let's engage in discussions that promote thoughtful analysis and contribute to a deeper comprehension of the ever-evolving economic landscape. #USEconomy #Analysis #Insights
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Yesterday, the Chamber had an insightful webinar on 2024 Economic and Investment Market Outlook, with over 150 people attending. Our speakers Benjamin Bennett, Christopher Brooks CII (Award), and Louise Loo, provided an overview of what happened in financial markets for investors in 2023 and unleashed potential in the Year of the Dragon. Quick Recap: 🌍 Geopolitical risks: Over 71% of our audience identified major geopolitical deterioration as the top risk for 2024, followed by concerns about inflation. We delved into their potential impact on global markets and investors. 🇨🇳 China's economy: China's rebound was slower than expected, with challenges in the property market. Stimulus measures and their effects on the economy were examined. 🇺🇸 US rates, recession outlook and asset classes: Despite concerns about rate hikes, the US economy demonstrated resilience, avoided a recession, and showcased strength driven by solid retail sales, labour market and fiscal stimulus. We explored the factors behind this positive outcome and discussed the implications for various asset classes. Thank you to St. James's Place – Asia & Middle East and Oxford Economics for the informative discussion and valuable insights! Paul McComb 麥冠明 Martine McKenna Hoeg Karrie Lam Pak Yin Christy Ng Silvia To Angela L. Claudia Chiu #BritChamHK #EconomicOutlook2024 #InvestmentMarket #businessinhongkong #chamberofcommerce
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The U.S. economy has managed to avoid a recession so far—but what could the future hold? Learn more in the latest Market Review and Outlook from Pacific Life Fund Advisors for the second quarter of 2023.
Market Review and Outlook - 2nd Quarter 2023
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The U.S. economy has managed to avoid a recession so far—but what could the future hold? Learn more in the latest Market Review and Outlook from Pacific Life Fund Advisors for the second quarter of 2023.
Market Review and Outlook - 2nd Quarter 2023
annuities.pacificlife.com
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