The Fed stole from all of us. After inflation, stocks are still in a bear market. https://buff.ly/3WJFA26
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Fed ‘Done Taking Punch Bowl Away’ risk-on Stocks Climb as Fed ‘Done Taking Punch Bowl Away’: pivots toward cuts in 2024 : median projection is for three rate cuts next year “The Fed believes they have the soft landing in the bag" "reality is the Fed’s prescription to cool inflation has been working and the Fed now views the current Fed funds rate will be too restrictive for the economy in 2024” "dovish tone coming out of the meeting minutes with 75 basis points of rate cuts, not only signals the Fed is declaring victory on inflation, but moreover sets the table for Powell and team to manufacture a soft landing for the economy” ‘inflation has eased over the past year’ and a three cut median projection for next year” " Fed’s stance could keep the rate cut trade rolling through the end of the year”-- Markets Wrap
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Following the Fed's aggressive rate-hiking campaign in 2022 and 2023, stocks are entering a phase in which the market narrative is focused on interest-rate stability — as inflation, we believe, comes down further. Read more in the #weeklymarketcommentary: https://hubs.la/Q02drCsg0
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Following the Fed's aggressive rate-hiking campaign in 2022 and 2023, stocks are entering a phase in which the market narrative is focused on interest-rate stability — as inflation, we believe, comes down further. Read more in the #weeklymarketcommentary: https://hubs.la/Q02drB3y0
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Inflation is a hot topic these days, but there is some good news. Stocks have delivered rewarding returns in the long run, even after adjusting for inflation. Watch the video to learn more. - https://lnkd.in/gfMQ3ZAV
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Inflation is a hot topic these days, but there is some good news. Stocks have delivered rewarding returns in the long run, even after adjusting for inflation. Watch the video to learn more. - https://lnkd.in/eWVHBke5
Does Higher Inflation Hurt Stock Market Performance? | Dimensional
dimensional.com
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It's time for your #weeklymarketupdate. Stocks moved higher last week after the Fed left rates unchanged and hinted that we may be near the end of this hike cycle. We'll continue to watch ongoing economic data and Fed messaging closely ahead of the next Fed meeting for signs of what may come next. Contact us today to learn more: https://hubs.ly/Q027TpVm0
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The traditional business cycle may not apply to our current situation. The recent inflation outbreak was not caused by bottlenecks or increasing inflation, but rather by money printing unmatched by production during COVID. This means that the inflation is entirely transitory. If the US heads towards a recession, it will do so with falling interest rates. However, there is a possibility of rising real interest rates for a period. It's important to understand that this cycle is unlike any other. #economics #inflation #businesscycle
We at Alpine Macro have been saying the same thing for more than a year: core PCE inflation in the U.S. would fall much faster and harder than most anticipated, and the Fed would blink before the economy runs into a recession—a view that is largely vindicated by the Fed today. We have been bullish for stocks and bonds this year. With stocks and bonds having rallied explosively, what should investors do? How low will bond yields go? Are stocks too expensive already? Our answers to these questions may surprise you. Join us for our live webcast tomorrow at 10:00 AM. Sign up here: https://lnkd.in/eHPqb-b
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Stocks stride to record highs ahead of US inflation test
Stocks stride to record highs ahead of US inflation test
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Proactive risk management is the key! Swipe through for insights from our Macro Team.
This week, the Fed maintains 23-year high rates, emphasizing confidence in hitting 2% inflation. Unanimous decision hints at a future cut, stirring a slightly hawkish market vibe - yields rise, and stocks take a small dip. What does that mean for you? Stay informed! 📈📉 #Fed #ThisWeek #Sfg #EconomyUpdate
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Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price | Author: “Beyond Diversification” (McGraw-Hill)
Should bad news be good news? * Recent economic data has disappointed over the past month (as shown in this chart below), which, along with the recent lower CPI print, has helped feed the recent rally in stocks and Treasuries. * Why? The market expects the Fed to take a more Dovish stance. * How are we responding? o We bought stocks on weakness at the end of October, to bring our stocks vs. bonds tactical position to neutral. Lower inflation and lower rates can be good news for stocks, but there may be a time on the horizon when slowing growth just becomes bad news. For now, we maintain a balance between stocks and bonds in our asset allocation portfolios. o We hold a small, short duration position – inflation still has upside risk, and Treasury supply is high. These positions aren't exciting, but they seem appropriate until better tactical opportunities present themselves. #assetallocation #inflation
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