KC Wealth’s Post

At Extreme Investor Network, we are constantly monitoring the latest trends and insights in the world of finance to provide our readers with valuable and unique information. Today, we want to dive into the discussion surrounding Federal Reserve Chairman Jerome Powell and the potential impact of a no rate cut scenario on the stock market. #Chief #Collapse #cut #Economic #economist #Failure #Market #rates #recession #result #Warns

🔥📈 Will the Federal Reserve Learn from History and Avoid a Repeat of the 1970s? 🔮💰 🤔 Discover what famed investor Michael Milken has to say about the Fed's monetary policy and the potential risks of inflation! 😮💸 📚 Milken emphasizes the importance of learning from history, as it tends to repeat itself in different ways. Find out why the cautious approach taken by the Fed this time is a direct response to the lessons learned from the 1970s. 💡 💥 Don't miss out on Milken's unique perspective and valuable insights! Click the to read the full article and stay informed about the Fed's upcoming decision. 💼📰 🔥🔍 #FederalReserve #Inflation #Economy #MonetaryPolicy #FinancialNews #LearnFromHistory #InvestmentInsights #StayInformed #ClickToRead 👉📲 Read now: [insert ] #Finance #Investing #EconomicOutlook #FinancialAnalysis #MarketTrends #StayUpdated #ShareTheKnowledge #FinancialAdvice #EconomicGrowth #InvestmentStrategy https://lnkd.in/dW2XF8qP https://lnkd.in/dczsfUvf

While the Federal Reserve Board is looking to be on track start cutting interest rates in September, the Conference Board and Wells Fargo's Leading Economic Index has been on the decline and edging closer to pandemic-era levels. Investors hope to hear more about Fed Chair Jerome Powell's monetary policy in his speech at the Jackson Hole Economic Symposium later this week. Wells Fargo Senior Economist Tim Quinlan breaks down what Powell has ahead of him, and what the expectations are. More: https://lnkd.in/e63e3c_8 #yahoofinance #finance #economy #markets

Happy Tuesday! The Morning Meeting has started ⬅️☀️ 🔵 𝗕𝗼𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁: 𝗦𝗵𝗮𝗸𝗲𝗻, 𝗡𝗼𝘁 𝗦𝘁𝗶𝗿𝗿𝗲𝗱: Bond prices were whipsawed over the past month as volatility spiked across markets. A weaker-than-expected unemployment report raised concerns about a potential recession, sending Treasury yields sharply lower and raising expectations for larger rate cuts by the Federal Reserve. 🔵 𝗣𝗿𝗶𝗰𝗲 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝘀 𝗥𝗲𝗱𝘂𝘅?: Back in the late 1960s and 1970s the Federal Reserve printed too much money relative to Real GDP, resulting in repeated bouts of high inflation. President Nixon, having been burned by a mild recession in 1960 the first time he pursued the presidency, wanted to make sure there was no hint of recession in 1972, the year he’d be seeking re-election. 🔵 𝗧𝗵𝗲 𝗙𝗼𝗿𝗴𝗼𝘁𝘁𝗲𝗻 𝗦𝘁𝘆𝗹𝗲: 𝗪𝗵𝗮𝘁 𝗘𝘃𝗲𝗿 𝗛𝗮𝗽𝗽𝗲𝗻𝗲𝗱 𝘁𝗼 𝗩𝗮𝗹𝘂𝗲?: Whether it’s Benjamin Graham and David Dodd or Eugene Fama and Kenneth French, you might excuse value investors for the occasional name drop, given the style’s distinguished history. Stretching back to the times of the New Deal, investors have been actively scouring markets for fundamentally sound companies trading at a discount to their intrinsic value. 🔵 𝗧𝗵𝗲 𝗙𝗼𝗹𝗹𝘆 𝗼𝗳 𝗖𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆: The impetus for my memos can come from a wide variety of sources. This one was inspired by an article in The New York Times on Tuesday, July 9. What caught my eye were a few words in the sub-headline: “She doesn’t have any doubt.” The speaker was Ron Klain, a former Biden chief of staff. Read more on AdvisorAnalyst.com ➕

El Erian's view in is not purely market focused this time. The most cogent comment in my opinion is that a 2% inflation target is not appropriate for either the national US economy nor the global economy, both in flux for a litany of reasons, not the least being the pendulum swing away from free-market globalization. Wars, energy, climate change are all significant factors. All require a re-set on regulation and governmental sponsorship. A-I is a true disruptor that will result in lower costs, but it is a massive infrastructure cost along with labor displacement and retraining of skills. All those things cost money that is not immediately effective on productivity. You've got to spend money to make money, and returns come over time. Obviously, there are those that will raise prices just because they see a headline inflation number. Consumers find alternatives. Starbucks, KFC, and MacDonalds have all reported results confirming this. Groceries, given the ongoing consolidation in retailers will be a tougher nut. But I don't see anything magical about 2% in economies undergoing structural changes.

Feds are 6-8 months behind the curve They know the true numbers recalculating the numbers in a way to show positive is disastrous. Rates uptick slows economy and hurt comanies bottom line , dragging feet not listening to the consumers and raising rates makes companies porer , not raising rates make inflation uptick makes consumers poorer , purchasing power is low due to inflation . Highschool economics class 101.

INFLATION REACCELERATING ACROSS VARIOUS SEGMENTS, according to our Chief Investment Officer, Brent Schutte. He joined CNBC’s “Power Lunch” to share his perspective on inflation, monetary policy, and investing strategy. Watch his take: #inflation #investingstrategy #taxes

To cut or not to cut? Strong economy & sticky inflation gives no reasons for a cut. However, if you do not ignore long lasting structural changes globally (globalisation being replaced by fractionalisation) 2% inflation target may seem no longer sustainable. So the target may appear to be closer to 3% and FOMC is reaching it already…

A great article! Many interesting points about an unsustainable soft landing in 1967.