Cetera Financial Group’s Post

In a busy week for #financialdata, CIO Gene Goldman’s attention will be on the #Fed’s FOMC minutes and the Employment Report. Join him on the latest episode of #TheWeekAhead as he explains how these might give us clues as to the Fed’s plans for future rate cuts. https://lnkd.in/e8tBSig4

In a busy week for #financialdata, CIO Gene Goldman’s attention will be on the #Fed’s FOMC minutes and the Employment Report. Join him on the latest episode of #TheWeekAhead as he explains how these might give us clues as to the Fed’s plans for future rate cuts. https://lnkd.in/gUBC_UQ4

In a busy week for #financialdata, CIO Gene Goldman’s attention will be on the #Fed’s FOMC minutes and the Employment Report. Join him on the latest episode of #TheWeekAhead as he explains how these might give us clues as to the Fed’s plans for future rate cuts. https://lnkd.in/gVw2uiq5

In a busy week for #financialdata, CIO Gene Goldman’s attention will be on the #Fed’s FOMC minutes and the Employment Report. Join him on the latest episode of #TheWeekAhead as he explains how these might give us clues as to the Fed’s plans for future rate cuts. https://lnkd.in/gN6TsCa4

In a busy week for #financialdata, CIO Gene Goldman’s attention will be on the #Fed’s FOMC minutes and the Employment Report. Join him on the latest episode of #TheWeekAhead as he explains how these might give us clues as to the Fed’s plans for future rate cuts. https://lnkd.in/gZY3seQ4

In a busy week for #financialdata, CIO Gene Goldman’s attention will be on the #Fed’s FOMC minutes and the Employment Report. Join him on the latest episode of #TheWeekAhead as he explains how these might give us clues as to the Fed’s plans for future rate cuts. https://lnkd.in/ecqp8pp4

I always enjoy being on CNBC Money Movers with Carl Quintanilla and Sara Eisen. It’ll be difficult for equity investors to parse through conflicting data. Aggregate consumer spending looks good, and the services sector continues to be strong. But the labor market is cooling, the housing market has taken a step back and manufacturing remains weak. Here’s what I shared about TIAA Wealth’s expectations:  https://lnkd.in/eTVyNifN #tiaaproud #tiaawealthmanagement

With record highs and signals of an upcoming rate cut by the Fed, July has been a promising month for investors. For an in-depth analysis of these developments and their potential impacts, click the link below to join CIO Cormac Murphy, CFA, as he dissects the latest insights and strategies from Adams Wealth Advisors. https://hubs.li/Q02H06QF0 #GoTogether #MarketUpdate #AdamsWealthAdvisors

James E Thorne: The calls from Goldman Sachs and Wall Street for the Federal Reserve to start cutting interest rates in September, followed by gradual cuts in December and four additional 25 basis point cuts in 2025, raise serious concerns. Given the typical 18-month lag in the effects of monetary policy, and with owners' equivalent rent (OER) being a major contributor to inflation, this policy path could prove disastrous. The resulting steep inversion of the yield curve will most likely lead to an extended period of inversion surpassing even the 1929 policy mistake that precipitated the Great Depression. Compounding the risk, current debt levels are at heights not seen since the Napoleonic wars. Wall Street's complicity in facilitating these actions raises the specter of an impending credit crisis or broader economic calamity. Policymakers and financial institutions must exercise extreme caution and prudence to avoid repeating the catastrophic errors of the past and safeguard the stability of the global economy. How Wall Street and the Fed cannot rationalize that interest rate hikes are inflationary and create the financial instability they are worried about it beyond me. #INVESTMENTBANKING #HEDGEFUNDS #PORTFOLIOMANAGMENT #CEOS #CIOS #CFO #CFOS #CIO #ASSETMANAGEMENT #FED #INFLATION #ECONOMY #EUROPE #ASIAPACIFIC #MARKETS #COMMODITIES #ECONOMICS #PRIVATEEQUITY #MONEY #VENTURECAPITAL #INVESTING #BANKINGINDUSTRY #TREASURY #FINANCE #TRADING #STOCKS

OptionsDesk broker Richard Perry rounds out the first week of 2024 by speaking to Thomas Warner from Proactive about US #inflation trends, #InterestRates and the impact of recent events on trade and markets. Perry focuses on the #FederalReserve stance on interest rates, indicating a "higher for longer" approach despite earlier expectations of rate cuts. This view aligns with recent non-farm payroll data showing robust job growth and stagnant wage growth, suggesting sustained consumer price elevation and a potential delay in #InterestRate reductions. Perry also highlights the escalating situation in the #RedSea, where rebel attacks on shipping are affecting trade. Regarding market reactions, Perry observed an uptick in traders buying put options for downside protection, especially as equities fall following recent economic figures. This trend reflects #investors caution amidst uncertain market conditions. Overall, Perry's emphasises the resilience of the labour market, the persistent challenge of inflation, and the cautious approach of market participants in response to global uncertainties. Watch at #Proactive #ProactiveInvestors https://ow.ly/WHwN50Qoc4q