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More perspectives from our investment team regarding the FOMC’s interest rate balancing act. While consumers are still impacted by higher costs in many of their everyday life, the downward pressure on inflation is becoming more evident. To keep up to date with our thoughts on rates, the economy, and the market, watch for our commentary on LinkedIn. #fed #economynews #sanantonio #markets

My thoughts were published by CNET after Jerome Powell (remember he is my mall buddy!): "Monetary policy works with a lag, so we could potentially see turbulence ahead in various corners of the economy," said Massud Ghaussy, a senior analyst for investor relations at Nasdaq. #marketsoutlook #Nasdaq The aggressive rate hikes over the last year have investors on edge as central bankers never know what they end up inflating and breaking when they loosen and subsequently tighten monetary policy. Monetary policy works with a lag so we could potentially see turbulence ahead in various corners of the economy and market as we have shifted to a significantly tighter monetary policy regime since the GFC. Investors are also focusing on the private sector’s tightening lending environment and the Fed’s balance sheet as they all play an important role in monetary policy. Other risks include unexpected events in similar fashion to the March banking crisis. Investors are eyeing the commercial real estate market as it could potentially be the next shoe to fall.

The Federal Reserve’s Federal Open Market Committee (FOMC) held the federal funds target rate range at a 23-year high, while Fed Chair Jerome Powell indicated rate cuts are not imminent. The FOMC also added language in its January statement stating, “The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.” Should investors bet on a March cut or watch and wait? #fixedincome #aristotlefunds #economy #fomc #federalreserve

Many Bet That The Federal Reserve Will Cut Rates Soon Anticipated Federal Reserve Rate Cuts Stir Market Predictions As financial indicators align, a growing consensus among economists and traders suggests that the Federal Reserve may soon be compelled to reduce interest rates. Deutsche Bank experts foresee a reduction of 175 basis points, potentially bringing rates to 3.5%-3.75%, a level last seen in early November 2022. Traders are also betting on a lower rate of 4.48% by December 2024, suggesting a significant shift in market expectations. Wall Street Prepares for Possible Early Rate Reductions There's a growing belief on Wall Street of imminent Fed rate cuts. Interest rate futures show a 52% chance of a cut by May 2024, a notable increase from previous months, per CME Group. Pershing Square's CEO Bill Ackman predicts even earlier cuts, possibly by Q1 2024, to mitigate risks of economic downturn, echoing a sense of urgency in the financial community. To read more on the potential of the Federal Reserve Cutting Rates, check out the full article on GlobeSt. or click here: https://lnkd.in/g5_b3k3U To find out what this means for your CRE Portfolio, contact your CCP Advisor today!

The Fed elected to hold interest rates steady at its first FOMC meeting of 2024, but didn't endear itself to markets when a clear path toward the beginning of rate cuts failed to materialize. . . . . . #CentennialStateWealthAdvisors #FinancialAdivsor #WealthManagement #Investing #SmartInvesting #ReturnOnLife #FinancialServices #FederalFundsRate

The Fed elected to hold interest rates steady at its first FOMC meeting of 2024, but didn't endear itself to markets when a clear path toward the beginning of rate cuts failed to materialize. . . . . . #CentennialStateWealthAdvisors #FinancialAdivsor #WealthManagement #Investing #SmartInvesting #ReturnOnLife #FinancialServices #FederalFundsRate

Federal Reserve Chair Jerome Powell's upcoming testimony to Congress will focus on the need for further confirmation of slowing inflation before considering interest rate cuts. Markets remain stable with S&P 500 futures unchanged and Treasury yields slightly higher. President Biden faces pressure from influential Democrats to step aside for the 2024 election. Meanwhile, the impact of high interest rates on inflation remains a contentious issue, with arguments about housing shortages and public perception of rate costs influencing the overall price level. Traders are also preparing for bank earnings, with expectations of muted stock volatility. https://lnkd.in/ecYQbnZw #Forextrading #forexmarket #forexstrategy #goldanalysis #trading #xauusd #xauusdtrading #xauusdstrategy #currencytrading #currencypairs #chartanalysis #technicalanalysis #fundamentalanalysis #dailyanalysis #dollar #usd #Nysession #NY #NYsession #NYSE #Stockmarket #stockexchange #candlestickpattern #patterns #fundamentalsofgold #goldtradingstrategies #xauusdsentiments

A rethink on when the Federal Reserve will cut interest rates is reverberating through the fixed income market, heightening risk for those betting the explosive rally that took bonds higher at the end of 2023 will continue this year.