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The Fed's recent policy pivot could mean a significant shift in the financial landscape! Here's what you need to know: Fed Chair Powell announced his intention to lower short-term rates in the coming year. This shift has sparked a rally in the financial markets, but it also brings new challenges. We've been closely monitoring the outlook for rates, which may start to trend lower as early Q1. The Fed's projections for 2024 suggest a transition period leading to lower rates. However, the final impact will only be clear when the Fed acts. #FedPolicy #InterestRates #FinancialMarkets #InvestmentStrategy The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.

As we enter the final quarter of 2024, there’s plenty of optimism—but also caution. Recession risks for 2025 remain, but the Fed’s rate cuts and strong Q3 performance could keep markets on the rise. Stay ahead with our quarterly financial update - check it out! #marketupdate #investments

With the market hovering around all-time highs, many people are wondering where we go from here. On the risk front, inflation (and rates) are stickier than expected, geopolitics are tense, and we have the US election this fall. Take a look at our May sentiment survey to see what the consensus is on rates, equities, risks and more.

Solid earnings season, coupled with stabilizing views on the Fed's path, helped maintain the risk sentiment among institutional investors this month, according to the QuickPoll Investor Survey. But there are three key risks that are top of mind. “The bullishness is challenged by the possibility of a growth slowdown, a policy mistake, and debt indigestion. While the first two risks seem very related to the Fed and monetary policy, the last one is starting to manifest itself in credit, where we find one of the few pockets of bearishness,” writes Oscar Östlund, Head of Content Strategy and Market Analytics at Marquee. See highlights from the survey below. Clients can access the full analysis here: http://ms.spr.ly/6044YXSaa

As we enter the final quarter of 2024, there’s plenty of optimism—but also caution. Recession risks for 2025 remain, but the Fed’s rate cuts and strong Q3 performance could keep markets on the rise. Stay ahead with our quarterly financial update - check it out! #q3 #stockmarket #finance #useconomy https://lnkd.in/gSin8a6T

The Fed's recent policy pivot could mean a significant shift in the financial landscape. Here's what you need to know: Fed Chair Powell announced his intention to lower short-term rates in the coming year. This shift has sparked a rally in the financial markets, but it also brings new challenges. We've been closely monitoring the outlook for rates, which may start to trend lower as early Q1. The Fed's projections for 2024 suggest a transition period leading to lower rates. However, the final impact will only be clear when the Fed acts. #Fed #InterestRates #Investment #Strategy

As we enter the final quarter of 2024, there’s plenty of optimism—but also caution. Recession risks for 2025 remain, but the Fed’s rate cuts and strong Q3 performance could keep markets on the rise. Stay ahead with our quarterly financial update - check it out! #q3 #stockmarket #finance #useconomy https://lnkd.in/gKSgBt-Y

📊 Is This Really a “Fed Pivot?” 🤔 The 10-year note yield has jumped nearly 50 basis points since the Fed cut rates in September. With yields rising, it's worth questioning whether we’re truly witnessing a shift in monetary policy or just a market reaction. What’s your take on the Fed’s strategy and its implications for investors? Let’s discuss! 💬👇 #Economy #MonetaryPolicy #Investing 

Have lived through at least three big financial crises, I am finding it a little odd that volatility is low, spreads are tight, and stocks are near record highs with the Fed pivoting to a longer hold. So I dug into that topic and found three reasons why that might be happening. You can read the story here. The three: The must un-runnable balance sheet is leading growth -- the US government. Two, private credit has walled off a lot of risk. Even financial stability folks are surprised a bit by this. Three, the Fed is trying to balance risks. This is why they have all but taken further hikes off the table and are taking about cuts even with inflation above their 2% target. If somebody on the street were to ask me about markets right now, I would say: Pretty smooth, but foggy ahead.

Good morning! I hope that you have a wonderful week. Here's a little ditty for you. This info speaks to what I've been saying for quite some time now. The Fed has NOT reached a level of tightening that will impact US economic activity to any degree. Those that have been expecting a recession only focused on the rise of the FFR and not overall financial conditions. @Geiger_Capital: Financial Conditions stopped tightening in Oct 2022. Exactly when stocks bottomed. What a coincidence. The Chicago Fed National Financial Conditions Index is now as loose as it was in December 2021, when the Fed was still running QE and rates were 0%. https://lnkd.in/e7_YEvqe