Trevor Schmitt’s Post

Will the bull market continue in 2024? What about a recession? What will the Fed do? Watch Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese’s “Outlook ‘24” webinar, now available on demand! https://lnkd.in/ePeBfsEx #MarketOutlook #MarketCommentary #Economy #EconomyNews #StockMarket #SP500 #Money #Finance #FinancialPlanning #CarsonGroup

Jeffrey Gundlach says all the ‘Goldilocks’ talk makes him nervous, thinks recession is still likely: (CNBC) DoubleLine Capital CEO Jeffrey Gundlach believes the Federal Reserve poured cold water on hopes for a “Goldilocks” economic scenario benefiting risk assets, and the bond king stuck to his call for a likely recession this year. To read this article: #hedgefund #portfoliomanagement #capital

In a recent Bloomberg interview, Jamie Dimon reiterated his cautious stance on inflation, despite widespread optimism for a soft landing. Dimon highlighted persistent inflationary pressures from green economy investments, rising government deficits, military spending, and trade disputes. He warned of potential stagflation, stressing the importance of scenario planning and urging the Federal Reserve to delay rate cuts until the threat of recession is fully mitigated. With inflation concerns still looming, Dimon's prudence serves as a reminder for businesses to remain vigilant and prepared for various economic outcomes. Bio: https://lnkd.in/eB3g9bP3 Google Business Profile: https://lnkd.in/egn5jSck LinkedIn: https://shorturl.at/bmDMV Facebook: https://lnkd.in/eGTqGWuN Instagram: https://lnkd.in/eZMXQpjn TikTok: https://lnkd.in/ejfsyqfM #commercialrealestate #commercialproperty #CommercialLand #commerciallandforsale #warehousespace #officespace #flexspace #industrialspace #sandiegocommercialrealestate #sandiegorealestate #realestate #cre #realtor #realestateagent #realestateinvesting #property #commercial #commercialproperty #realestateinvestor #business #investment #propertymanagement #investmentproperty #residentialrealestate #forsale #retail #entrepreneur #construction #officespace #realestatebroker #EconomicInsights #InflationAnalysis #FedPolicy

Investors need to brace for a new era of persistent inflation, warns Lawrence McDonald, Founder of The Bear Traps Report and New York Times bestselling author of 'How to Listen When Markets Speak' and 'Colossal Failure of Common Sense.' McDonald says “dramatic” re-pricing across all financial assets is coming. To hear more, watch the interview with Michelle Makori: https://lnkd.in/g5q79cbH 💰 #KitcoNews #inflation #financialassets #macrostrategy #investing #economy

I had the pleasure of attending Angeles Investors Q3 Summit in Chicago this week; Austan Goolsbee, President and CEO of the Federal Reserve Bank of Chicago was a guest speaker. Mr. Goolsbee, gave a very pragmatic, straightforward, fact-based, and easy to understand view of the economy. Enjoy! https://lnkd.in/etipWxV8 #Leadership hashtag #Finance hashtag #Economy hashtag #AngelesInvestors hashtag

Is the Fed too powerful? Charles Payne, Host of Making Money on FOX Business Network, shares his thoughts on whether the U.S. could see a scenario where the Federal Reserve exists with diminished powers. Payne also discusses insights from his latest book 'Unbreakable Investor.' Catch the interview with Michelle Makori here - https://lnkd.in/eMzyDTHb #Fed #economy #politics #markets #kitco

Insights into operation of the FOMC Bloomberg Host David Rubenstein sits down with Federal Reserve Chair Jerome Powell at an Economic Club of Washington luncheon event. The conversation comes less than a week after two days of Congressional testimony from the chair followed by a cooler-than-expected June CPI report, and ahead of another Federal Open Market Committee (FOMC) meeting at the end of this month. Encouraged by the data and Powell's testimony in which he said he believed inflation is receding, markets are currently pricing in two rate cuts before the end of 2024. FOMC consists of twelve members, seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating basis. Non-voting Reserve Bank presidents attend the meetings of the Committee, participate in the discussions, and contribute to the Committee's assessment of the economy and policy options. The FOMC holds eight regularly scheduled meetings per year. At these meetings, the Committee reviews economic and financial conditions, determines the appropriate stance of monetary policy, and assesses the risks to its long-run goals of price stability and sustainable economic growth. Before each meeting Federal Reserve Chair makes scheduled calls to FOMC members to discuss the papers distributed by Federal Reserve for the meeting to draw their take on the key findings including issues raised by member’s own banks economic research analysis work. Powell seeks to carefully listen to their concerns with macro issues impacting the US economy and tries to incorporate them to develop the interest rate response for the FOMC. FOMC has not always got its interest rate decisions correct notwithstanding that it has solid performance track record history one that our own Reserve Bank of Australia could benefit from.

It's important to recognize that recessions are a natural aspect of the financial landscape. While they may seem daunting, they're not catastrophic. It's crucial to understand that recessions are part of a broader cycle of expansion and contraction in the economy. By staying informed and prepared, you can navigate these fluctuations effectively. Remember, just as there have been recessions before, there will be another one in the future. Stay proactive and maintain a long-term perspective on your financial journey! Source: Bloomberg #KempCapitalAdvisors #Louisville #Nashville #FinancialAdvisor #FinancialSuccess #Relationships #Kemp #ClientFirstMentality #Bloomberg #Recessions #MarketVolatility

It's important to recognize that recessions are a natural aspect of the financial landscape. While they may seem daunting, they're not catastrophic. It's crucial to understand that recessions are part of a broader cycle of expansion and contraction in the economy. By staying informed and prepared, you can navigate these fluctuations effectively. Remember, just as there have been recessions before, there will be another one in the future. Stay proactive and maintain a long-term perspective on your financial journey! Source: Bloomberg #KempCapitalAdvisors #Louisville #Nashville #FinancialAdvisor #FinancialSuccess #Relationships #Kemp #ClientFirstMentality #Bloomberg #Recessions #MarketVolatility

Investors have been favoring the higher-quality segment of the high yield market - BBs in particular. We think that there's an opportunity to overweight the credits that may outperform throughout the credit cycle. Hear insights from Associate Portfolio Manager Christopher Romanelli and more of our experts in the video below, and click here to discover more outlooks: https://lnkd.in/e3t4UKG4 #HighYield #Economy