Trustmoore’s Post

Our monthly newsletter is live! “Growth, inflation and FED dilemma - Assessing economic trends and market impacts.” Read our newsletter here: https://bit.ly/4cHKZfS and contact our experts, Roland Beunis and Chris van den Ameele, who will gladly answer any questions you might have. #InvestmentNews #Investment #EconomicGrowth #USOutlook

Overall, economic fundamentals remain broadly supportive of equity markets with economic growth resilient, even as inflation proves stickier and the challenge of the last mile decline to the 2% level seems a way off. A challenging backdrop for government bonds but equities remain supported by strong earnings growth and the prospect of rate cuts to come. Find out what's going on in the world and what that means for investors with Graham O'Neill's full economic and market update... https://lnkd.in/eGm_zdqe #worldmarketupdate #valuations #interestrates #economicdata #uselection #employment #geopolitics #emergingmarkets

Overall, economic fundamentals remain broadly supportive of equity markets with economic growth resilient, even as inflation proves stickier and the challenge of the last mile decline to the 2% level seems a way off. A challenging backdrop for government bonds but equities remain supported by strong earnings growth and the prospect of rate cuts to come. Find out what's going on in the world and what that means for investors with Graham O'Neill's full economic and market update... https://lnkd.in/eXduG_nt #worldmarketupdate #valuations #interestrates #economicdata #uselection #employment #geopolitics #emergingmarkets

Navigating Market Volatility: An Opportunity for Strategic Financial Planning As recent market fluctuations stir anxiety, Northwestern Mutual’s Weekly Market Commentary by Brent Schutte, CFA®, provides critical insights into the current economic landscape. The latest sell-off, driven by weaker economic reports and fears of an impending recession, contrasts sharply with the previous optimism fueled by potential Fed rate cuts. Our contrarian view, supported by historical data trends, suggests a recession may be on the horizon. Indicators like the inverted yield curve and the Sahm rule signal caution, hinting at the end of the current growth cycle. Despite this, we emphasize the importance of maintaining a long-term investment strategy. Recessions are natural and often bring unique opportunities for growth. Staying invested, diversified, and aligned with your financial goals is paramount. Remember, short-term volatility shouldn’t derail your long-term plans. For personalized advice and to navigate these turbulent times, consult with your financial advisor today. Explore the full commentary and equip yourself with the knowledge to turn market challenges into opportunities.

Is it possible to achieve an economic "soft-landing", where the economy slows enough to bring inflation down to the 2% target without entering a full-blown recession? The consensus has warmed to this idea, which fueled the significant rally in Q4, but we believe the market has gotten ahead of itself. Find out why and how we're positioning client portfolios in our latest investment commentary and outlook. #Markets #Investing #Money #Finance #Inflation https://lnkd.in/gMemy-nf

Is it possible to achieve an economic "soft-landing", where the economy slows enough to bring inflation down to the 2% target without entering a full-blown recession? The consensus has warmed to this idea, which fueled the significant rally in Q4, but we believe the market has gotten ahead of itself. Find out why and how we're positioning client portfolios in our latest investment commentary and outlook. #Markets #Investing #Money #Finance #Inflation https://lnkd.in/gq-BcEGh

Why hasn’t the predicted recession hit despite an inverted yield curve? Our economy continues to defy predictions and display surprising signs of resilience. Kevin Flanagan explores why in his latest blog post. Read it here: https://lnkd.in/g6HAerQD #inflation #invertedyield #FOMC #FED #interestrates #ratehike #investing #finance

In this week's investment comment, Head of Investment Management Gareth Thomas, CFA discusses interest rates in the US and the US Presidential debate > > It’s been over 2 years since the US started raising interest rates in response to the post-pandemic inflation shock. Next week they will almost certainly begin the descent and start cutting rates. Will they nail a soft landing, bringing inflation under control without crashing the economy? Or have they left it too late and is the world’s largest economy heading for recession? Continue reading here > > https://lnkd.in/enH5jMnP #FED #interestrates #recession #USElection

As winter sets in and interest rates drop, economic uncertainty looms. The Federal Reserve's recent rate cuts have fueled market optimism, with the S&P 500 seeing gains, but concerns about a potential recession persist. How will these shifts impact investors and the broader economy? Read the full article to dive deeper:

Normally, the longer the term of a bond, the higher the yield as investors seek compensation holding the debt at a greater time and the extra risk that entails. When the yield curve inverts, yields on short-term bonds rise above longer-term ones. It has been seen as a harbinger of bad economic times because it implies expectations that interest rates will be lowered in the longer term to stimulate growth. An inversion has preceded every recession in the past 60 years and only sent a wrong signal through inverting once, in 1965. This current inversion over 19 months and counting is the longest since the early 1980s. #YieldCurve #Recession