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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

The Fed has hit a soft landing which few thought possible. The employment data from July will eveness come August. One of the last things the US economy needs right now is a significant drop in lending rates. The market cannot withstand artificially low interest rates it creates imbalances and serves up more problems than it solves. Rates need to remain elevated for much longer than the market expects and wants. It is not practical to interpret economic data in the same manner as was done prior to QE.

The Federal Reserve's recent decision has ignited a firestorm of discussions across the financial landscape! 🔥💼 Staying the course, the Fed has chosen to maintain interest rates within the 5.25-5.5% range, a historic high sustained for six consecutive meetings. This move has sent shockwaves through the market, prompting widespread speculation on future monetary policy directions. 💡💰 Join the insightful conversation on Yahoo Finance with Thornburg Investment Management's Co-Head of Investments and Portfolio Manager, Jeff Klingelhofer, as he dissects the nuances of the Fed's latest decision with Josh Lipton and Akiko Fujita. #FederalReserve #MonetaryPolicy #MarketInsights #EconomicAnalysis #FinanceExperts #MarketDomination #JeffKlingelhofer https://lnkd.in/dnJN6xxE

Today Will Hoffman and I are joined by Seth Carpenter, Chief Global Economist at Morgan Stanley on this Macro Matters edition of the FICC Focus podcast from Bloomberg Intelligence https://lnkd.in/eTgRkZWm Carpenter expects the Federal Reserve to taper its balance-sheet policy in May and to begin easing interest rates in June. We discuss ongoing economic and inflationary dynamics, including the disinflationary process, potential catalysts and impacts of adjustments to the Fed’s balance-sheet policy. Carpenter also digs into the US Treasury Department’s decision-making process when determining the composition of Treasury issuance. #morganstanley #interestrates #yields #yieldcurve #centralbanks #fed #fedpolicy #federalreserve #economy #inflation

Is it time to rediscover returns? Following the 2008 financial crisis, low interest rates and loose monetary policy became commonplace. However, it's important to note that this stable scenario doesn't represent a typical state for the financial markets. From 1970 to 2000, the US Federal Reserve's base rate mainly hovered around five percent. Investors faced an era of sustained high interest rates influenced by a divided world and global geopolitical tensions until the 1990s. While the circumstances of those decades differ from today's, similarities can be found in market dynamics during high interest rate periods. This not only interests business historians but also offers investors the chance to explore fresh return opportunities in familiar asset classes. Seeking ways to protect investment returns during challenging times? Discover strategies here: https://bit.ly/3vhdLTE #Vontobel #RediscoverReturns

The term recalibration is defined as ‘a change in the way you do or think about something’. The term piqued our interest following its use in several speeches by the US Federal Reserve Chair, Jerome Powell where he was explaining why the US Federal Reserve has recently move to make their monetary policy stance less restrictive. In our latest Global Outlook and Strategy, “Recalibration,” we discuss the question as to how low interest rates might move if it is just a recalibration as opposed to an easing cycle to prevent a recession. The answer as always will come with the economic data, credit conditions and financial market developments. Our Chief Investment Officer, Marcus Wait provides a snippet of the video and report below. You can view the video or request a copy of the full report on our website. #GlobalOutlook #InvestmentStrategy #InterestRates #recession #recalibration #FederalReserve #MonetaryPolicy #WealthAdvisor

Chairman Powell from the Federal Reserve made a rare appearance on 60 Minutes last month to speak directly to us, the people! 📺🇺🇸 He highlighted serious concerns about government spending and its impact on the U.S. financial system. 🏛️💸 As the whole world listens in, it’s clear these words aren’t just noise—they’re a call to action! 🌐🔊 We need to pay attention, regardless of our politics or social views. 🗳️🤔 The decisions we make now affect not just the U.S. but the entire globe. 🌎✨ Let’s think critically about our choices and advocate for policies that address these issues, especially as the International Monetary Fund echoes these concerns. It’s time to tackle stubborn inflation by controlling spending. 📉🛑 #GlobalEconomy #InflationControl Kristina Kuprina, CIMA ® Katie Lindfelt Sequoia Wealth Advisors PitchHub #personalfinance #wealthadvisor

Check out this fresh article by Andrew Briggs, CFA, CPWA® about the possible impact of Fed rate cuts on investors. https://ow.ly/YFO350TpnrO As markets and investors gear up for what looks to be a pivotal Federal Reserve meeting, it is important to not place an overemphasis on the size of the cut. While more recent history has coincided with the Federal Reserve cutting rates in response to economic deterioration, the current environment still seems to be showing signs of “slowing” as opposed to outright recessionary signals.

“Misleading Headlines Can Lead You Astray.” I noticed the WSJ headline and was surprised at the bullish overtone. The main story under the headline was also quite bullish. The first paragraph read, "Stronger-than-anticipated economic activity this year hasn’t changed the Federal Reserve’s broad expectation that declining inflation will allow for interest-rate cuts this year, Chair Jerome Powell said Wednesday." Thankfully, I decided to cross-check with Bloomberg, FT, and Reuters---- and the tone was quite different. Sensational financial news often triggers immediate reactions in equity and credit markets, but the wise investor reads beyond the headline. Remember, the story behind the numbers is where true value lies. #FinancialLiteracy #MarketSentiment #InvestmentStrategy #wsj #FT #bloomberg #Reuters #Fed

💼 𝐖𝐈𝐋𝐋 𝐓𝐇𝐄 𝐅𝐄𝐃 𝐂𝐔𝐓 𝐁𝐈𝐆 𝐎𝐑 𝐒𝐌𝐀𝐋𝐋?  🔹 Former New York Fed President Bill Dudley is advocating for a 𝟓𝟎 𝐛𝐚𝐬𝐢𝐬 𝐩𝐨𝐢𝐧𝐭 interest rate cut, highlighting a strong case for aggressive action.   🔹 Speaking at the Bretton Woods Committee's Future of Finance Forum, Dudley acknowledged uncertainty: "I think there's a strong case for 50, whether they're going to do it or not."   🔹 Markets are reacting—traders now see a 𝟔𝟎% 𝐜𝐡𝐚𝐧𝐜𝐞 of a half-point cut, up from 30% a week ago.  Nick Timiraos of The Wall Street Journal raises the dilemma: 𝐛𝐢𝐠 𝐯𝐬. 𝐬𝐦𝐚𝐥𝐥 cuts at the upcoming Fed meeting. Regardless, a rate cut seems imminent.  https://lnkd.in/eebZbZzm Capital Management France (CMF)   #FederalReserve #InterestRates #MonetaryPolicy #BillDudley #Economy source The Wall Street Journal - Bloomberg