Investors cheered more soft inflation data out last week. Chief Investment Officer Brent Schutte looks at why what’s driving the easing price pressures should be the focus for investors. http://spr.ly/6049irjx5
Northwestern Mutual’s Post
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Fixed-income investors have their attention on the Fed's easing and potentially higher-for-longer interest rates. In a new story with Reuters, our Head of Portfolio Management for Public Strategies, Clayton Triick, CFA, explores how interest rates are impacting his investment outlook and where he is finding investment opportunities today. Read the full story via: https://reut.rs/3Ul4u5E
Bracing for shallow Fed easing, bond investors take the middle of the curve road
reuters.com
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As expected, the Fed held rates steady at its March Federal Open Market Committee (FOMC) meeting. In our latest Market Update from Chief Investment Officer Kieran Osborne, CFA, we outline what this means for our investment portfolios and provide an overview of our outlook. #marketupdate #inflation #investments #marketcommentary #missionwealth
Mission Wealth Market Update 3/21/24
https://missionwealth.com
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In our Market Update we examine the Fed's decision to hold rates steady, alongside its revised economic outlook for 2025, suggesting a nuanced approach to interest rates—anticipating them to stay higher for an extended period due to updated GDP growth forecasts and inflation dynamics. This revision underlines our strategic perspective: aligning stock market returns with historical averages, recognizing the emerging allure of bond yields, and advocating for alternative assets.
As expected, the Fed held rates steady at its March Federal Open Market Committee (FOMC) meeting. In our latest Market Update from Chief Investment Officer Kieran Osborne, CFA, we outline what this means for our investment portfolios and provide an overview of our outlook. #marketupdate #inflation #investments #marketcommentary #missionwealth
Mission Wealth Market Update 3/21/24
https://missionwealth.com
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With yields near their highest levels in over a decade and the Fed’s easing cycle in view, the bond markets could offer investors a much-needed beacon of hope amidst broader economic uncertainties.
Ready, set, lock in rates
raymondjames.com
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Eric Sterner, CFA, CAIA, CIPM, FRM, Chief Investment Officer, reflecting on the unique resilience of the economy, noted to Vivien Lou Chen at MarketWatch, "What makes this cycle different from the past is that consumers have continued to spend despite high inflation." #consumerspending #inflation #economicresilience #economiccycle https://loom.ly/Oz1AtZ8
marketwatch.com
marketwatch.com
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With the Fed’s hands tied, and “higher for longer” the prevailing sentiment, fixed-income investors are enjoying higher yields and lower risks. However, recent economic releases might signal that the Gordian knot has loosened. https://lnkd.in/ejz8aPji #FMinvestments #marketcommentary
Fed’s Hands Tied in a Gordian Knot - F/m Investments
https://www.fminvest.com
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Interesting points to consider as we enter this expected volatility in the stock market this Fall.
Oppenheimer chief investment strategist John Stoltzfus joins Morning Brief to break down the state of the market and discuss how July's inflation print could weigh on the Federal Reserve's interest rate decision in September.
It's time for Fed to 'get cracking' on rate cuts: Strategist
finance.yahoo.com
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Alongside stronger growth and lower inflation, a part of our upside Goldilocks scenario is the possibility that speculation about preemptive Fed rate cuts ahead of the election season becomes a positive for both bond and equity markets
Monthly Investment Letter: Key questions for 2024
Mark Haefele on LinkedIn
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As expected, the Fed held rates steady at its May Federal Open Market Committee (FOMC) meeting and is likely to wait longer before making its first rate cut. In our latest Market Update from Chief Investment Officer Kieran Osborne, CFA, we outline what this means for our investment portfolios as well as an overview of our outlook. #marketupdate #inflation #investments #marketcommentary #missionwealth
Mission Wealth Market Update 5/1/24
https://missionwealth.com
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For the past two years investors have been inundated with predictions of a recession, a repeat of 1970s style stagflation, a housing market crash and worse. And yet none of this happened. Equity markets are now higher than they were 2 years ago. The attached article ( From our Quarterly market wrap) reflects on a couple of Investment lessons for us all from 2023. https://lnkd.in/gufUuJSM
Quarterly Market Wrap Q4 2023
https://minchinmoore.com.au
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