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
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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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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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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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"Higher inflation will be a headwind to bonds, so the traditional mix that has worked so well for so long will no longer be the optimal approach,” Michael Rosen of Angeles Investments shares with Grete Suarez. He goes on to suggest, "alternatives to traditional bonds, with structured credit and private credit [ought] to be added in place of long duration government bonds." Keep reading for more of his insights at Quartz: https://lnkd.in/gMseUzUm
No recession in sight: The US economy grew 4.9% annual rate in the third quarter
qz.com
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Check out these insights on inflation-adjusted macroeconomic projections from our Chief Economist... particularly important to understand what underpins our research given that so much has defied conventional expectations in recent years
How the US Avoided a Recession in 2023, and What to Expect in 2024
blog.marketresearch.com
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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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Reflecting on the robust economic growth of the economy throughout the first quarter of 2024, our CEO & Chief Investment Officer, Michael Socha, offers his insights in our latest commentary. From a strong labor market to higher-than-expected inflation, Michael delves into the factors that have influenced market performance over the past three months. #firstquartercommentary #sochafinancialgroup #wealthmanagement #investmentmanagement #financialplanning #taxplanning #financialbalance #takethefirststep #corningny
2024 First Quarter Commentary - Socha Financial Group
https://sochafinancial.com
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Deputy Chief Economist James McCann provides insights to Business Insider regarding the trajectory of the US economy and its efforts to steer clear of inflation. Read this article for more on his thoughts: https://ow.ly/XKRR50QJjlO #abrdnIntheNews #recession #USeconomy
Goldman Sachs CEO David Solomon isn't so sure the US is on track to avoid a recession
businessinsider.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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