Since the end of COVID, normally reliable indicators of the economy have seemingly missed the mark. Chief Investment Officer Brent Schutte looks at how the muddied picture may affect timing of rate cuts. http://spr.ly/6043g5Hz3
Northwestern Mutual’s Post
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We've been kicking the can down the road, but the end seems to be in sight. Dive into the latest insights on fixed income market conditions with Drew O'Neil and Doug Drabik, as they explore the economic aftermath of the pandemic and its implications for bond investors. From GDP trends to personal savings, they dissect key indicators shaping the financial landscape. Despite the challenges posed by COVID-19, the U.S. economy has demonstrated resilience, with GDP showing significant growth compared to pre-pandemic levels. However, nuanced factors like consumer spending, employment dynamics, and rising debt warrant careful consideration for investors navigating today's market. With insights on wage trends, employment data, and debt dynamics, these perspectives are invaluable for investors seeking a path toward stability amidst economic uncertainty. Explore the full commentary for a comprehensive analysis and actionable strategies to navigate the evolving financial landscape: https://lnkd.in/eHpa4U9C #FinancialInsights #MarketAnalysis #FixedIncome #Investing101 https://lnkd.in/eP4ryCZ9
Kicking the can down the road
alexbrown.com
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Great analysis Hugh Kelly, many past economic models will be revised after our current situation settles. It will be great case study material 20 years from now. #cre #siorglobal #ibgsiorfl #ccim #icsc #thecounselorsofrealestate
"Why have economists’ expectations proven (thus far) excessively pessimistic? Why has the economy proven more resilient than anticipated? And what are the implications for commercial property performance?" - Hugh Kelly, Ph.D., CRE® https://lnkd.in/gGaKDg3N
Economist’s View: Why Recession or No Recession Is Not Up to the Fed
https://www.commercialsearch.com/news
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Are you prepared for the unexpected? Economist Peter Berezin suggests a potential downturn in 2024, catching us off guard. However, there's reason to be upbeat. Learn more about his insights in our latest blog. https://bit.ly/3sD8tAh
Good News About the U.S. Economy | Top Traders Unplugged
https://www.toptradersunplugged.com
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about "soft landing" hopes: The Federal Reserve has adopted a "wait-and-see approach" to cutting interest rates, with investors now expecting the first cut to come in June instead of March or May. This marks a significant change in investor sentiment, with a 97% chance of a cut by the end of the May meeting just a month ago. The shift comes as softer-than-expected economic data challenges the narrative of a soft landing for the US economy.. #FederalReserve #InterestRates #InvestorSentiment #US #Economy
January economic data challenges soft landing narrative
finance.yahoo.com
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📈✨ An exciting prospect for the economy! 🚀✨ It's not just the Federal Reserve's moves on interest rates that are driving the market, but also other inflation-fighting changes that are making an impact. 💥⚡️ 💡✨ However, here's the interesting part: as these changes start to lessen their impact, we may witness a potential fall in interest rates. 📉 Could this mean a golden opportunity for individuals and businesses alike? Let's explore and predict the possible outcomes! 🕵️♀️🔮 📊💰 Lower interest rates can have a ripple effect in various sectors that can steer us toward a smoother economic path. Here's what could potentially happen: 1️⃣ 🏠📉 Housing Sector: Falling interest rates can motivate potential homeowners to make their move, boosting the real estate market. Increased demand could spur construction, creating jobs, and invigorating the entire industry. 2️⃣ 📈💼 Business Investments: Whether it's expanding operations, upgrading technology, or innovating new products and services, lower interest rates can encourage businesses to invest more boldly. This, in turn, can lead to job creation, economic growth, and potentially higher profits for companies. 3️⃣ 💳🎁 Consumer Spending: With lower borrowing costs, consumers may feel more confident in making big-ticket purchases, such as cars, electronics, or vacations. Increased consumer spending can stimulate the retail industry and drive economic expansion. 4️⃣ 💸💼 Corporate Finance: Companies always seek ways to optimize costs, and reduced interest rates can play a crucial role here. Lower borrowing expenses mean improved cash flow and potentially higher profitability, allowing businesses to allocate resources toward growth initiatives or debt reduction. 🕰⏰ It's essential to remember that predicting economic trends is complex and subject to various factors. While a potential fall in interest rates may bring opportunities 🔎🌤, it's always wise to consider a comprehensive analysis before taking any decisive actions. So, keep a close eye on the inflation landscape, as it holds the keys to our fiscal future. In the meantime, let's stay prepared to adapt, seize the opportunities, and navigate through these exciting shifts in our economy together! 🚀🌟 #Economy #InterestRates #Predictions #Opportunities #BusinessGrowth #RealEstate #ConsumerSpending #CorporateFinance
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The Weekly Roundup is now available. Keep reading as investment professionals discuss economic data, how the markets reacted this week as well as what to watch next week. #stockmarket
Brand new year, same old vol
linkedin.com
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🏖I empower hardworking Americans to lay an unshakeable financial foundation for prosperity using my 3E planning system designed to build millionaire money habits 🙌🏻 Philanthropy 🐕Dog Lover ⚔ Multiple Myeloma Warrior
The risk of continued restrictive policy is that the economy not only slows, but buckles, something previous Fed officials know can come quick. https://lnkd.in/gBssww7U Leaving this here because it's important to think about. Leaving without my commentary because I'm still digesting it myself. Everytime we are told we may be out of the woods, we get contradicting information. #softlanding #interestrates #recession #recessionfears #economy #economics #feddecision
Clock on the Fed's 'soft landing' may already be ticking
reuters.com
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Supply Chain & Logistics, SaaS, Chief Operations Officer, Marketing / Sales, GTM Operations Specialist
Looking forward to 2024 with “cautious optimism”? Join the club! It appears that economic analysis from interest rates to housing to consumer spending and supply chains, paints a picture of slight improvement in 2024. However, the "BIG BUT" is this year's US presidential election coupled with the massive geopolitical implications that could drastically alter all that “cautious optimism” come voting season. It's 2024! Buckle up! #2024trends #supplychain #economics Read more here: https://lnkd.in/ehZ8YEWz
2024 Economic Outlook: Insights & Trends | J.P. Morgan
jpmorgan.com
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Markets rebounded in May from April’s declines, with broad equity and bond markets advancing. Weaker economic news renewed hopes for interest cuts from the US Federal Reserve, but overall, investor sentiment remains skittish. Learn more on what’s been happening with the markets, global economy, and the Compass Portfolio and ATBIS Pools funds from our Portfolio Managers here: https://lnkd.in/gdZxVViv. #atbim #markets #economy #investments
May 2024 Market Commentary
atbim.atb.com
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