As we reach the midpoint of 2024, the economy grapples with familiar question that has persisted over the past couple of years. When will the substantial increase in interest rates significantly impact economic conditions? The famous “long and variable lag” associated with monetary policy appears to be slowing down the pace of growth. While stock markets continue to exude optimism, the fixed income landscape is adopting a more cautious stance. https://lnkd.in/g7yuPNNM
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Many economic indicators point to further economic expansion in the second quarter, albeit at a slower pace. Consumer spending, buoyed by a still-tight labor market, remains positive but may also be slowing given higher debt costs and depleted excess savings. Given the positive economic environment, the Federal Reserve (Fed) has been able maintain its restrictive monetary policy to combat elevated inflation.
Quarterly Market Perspectives | Q3 2024
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The economy matters, but it matters differently to different investors depending on their distinct objectives, timelines, and asset allocation. And it’s not the only thing that matters. https://buff.ly/3Te0jcy
It’s Not Always the Economy: Five Questions to Gauge Financial Markets
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📈💸 As we monitor Q2’s economic landscape, understanding the interplay of rising interest rates and their effects on the bond market is crucial. The Federal Reserve's potential actions could reshape our investment strategies. Are we heading towards sustainable growth or temporary inflation spikes? At Exencial Wealth Advisors, we're keeping a close eye on these factors to navigate the uncertainties. #InterestRates #BondMarket #EconomicInsighty 📊📉 https://bit.ly/3UqrfGz
3 Key Economic Factors We’re Monitoring in Q2
exencialwealth.com
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Do markets need rate cuts to maintain a healthy economy? Why do investors think we need interest rate cuts? Our perspective here:
Do markets need rate cuts to maintain a healthy economy? Why do investors think we need interest rate cuts? Our perspective here:
Fisher Investments Reviews Whether or Not Markets Need Rate Cuts
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Last week, we noted a “change of speed” for the U.S. economic growth outlook. Inflation has resumed its decline, and there are emerging signs of fraying in the U.S. labor market. While equity investors have not yet seen downward GDP revisions as a reason to turn cautious (likely because they also brighten hopes for rate cuts), corporate credit spreads are now several months removed from their 2-year lows. We are becoming concerned that High Yield credit, in particular, may be on the “Highway to the Danger Zone”. Read NewEdge Wealth's #WeeklyEdge here: https://lnkd.in/eZ7TJfuz #NewEdgeWealth
High Yield on the Highway to the Danger Zone?
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The third quarter began with buoyant equity markets as investors became more confident in a soft-landing scenario for the U.S. economy, encouraged by a “goldilocks” backdrop of disinflation, and moderating, but not plummeting, economic growth.
Institutional market update 3Q 2023
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The current backdrop of higher yields allows investors to generate income and diversify their portfolios. A focus on high-quality segments of the bond market should help mitigate any potential economic downturn.
Pause, pivot, and volatility: Charting the fixed-income landscape
nationwidefinancial.com
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The economy and markets have defied expectations of a slowdown, but what does the future hold? Join CIO Chris Hyzy for a sneak peek of what to expect from our upcoming Midyear Outlook.
Markets at midyear: Where do we go from here?
privatebank.bankofamerica.com
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The economy and markets have defied expectations of a slowdown, but what does the future hold? Join CIO Chris Hyzy for a sneak peek of what to expect from our upcoming Midyear Outlook.
Markets at midyear: Where do we go from here?
privatebank.bankofamerica.com
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The economy and markets have defied expectations of a slowdown, but what does the future hold? Join CIO Chris Hyzy for a sneak peek of what to expect from our upcoming Midyear Outlook.
Markets at midyear: Where do we go from here?
privatebank.bankofamerica.com
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