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Is the U.S. economy headed for a downturn? There are a number of factors at play including the potential for The Fed to reduce interest rates and we explore the ramifications on the market in the latest edition of The Lonely Bull. #stocks #stockmarket #stockmarketupdate #stockmarketnews #finance #financeandeconomy #financialadvisor #financialadviser #financialadvice #financialnews #investing #investments #investingnews #investmentadvice #investmentadvisor #wealthadvisor #wealthmanagement #lonelybull

The first half of 2024 has been anything but boring. As we get a better sense of inflation data, it looks more likely that the Fed may consider a rate cut towards the fourth quarter. There are investment opportunities both in stocks and bonds to ensure that you have the suitable asset allocation to meet your financial goals. Contact me for a complimentary consultation and empower yourself with a robust #financialplan #wealthmanagement #retirementplanning #taxplanning https://lnkd.in/gZFbu5R9

The Fed's upgraded economic growth estimates for 2024 signal a significant shift, prompting discussions on the trajectory of monetary policy. Join the conversation with Bruce Monrad, Chairman and PM of Northeast Investors on the implications of these changes and the potential for further adjustments in interest rates going forward. #TheFed #higherforlonger #monetarypolicy

Can the market have its cake and eat it too? The market has embraced a soft landing scenario, with sentiment exuberant and valuations high. We believe a lot has to go right in 2024 to justify any meaningful upside in stock and bond prices from current levels. Plus, there are inherent contradictions that will likely have to be reconciled as the year progresses, such as the expectation of re-accelerating earnings in a climate of multiple rate cuts. Read our analysis in the Q1 Investment Review & Outlook: https://lnkd.in/g7mTgDpk #investing #markets #macroeconomics #USeconomy

Financial Friday: January Market Recap The Federal Reserve decided to leave rates unchanged and mentioned they won't decrease rates until inflation reaches below 2%. Earnings season is in full force and there are some big movers. Investors have FOMO or Fear of Missing Out from last quarters earnings and have been pushing stocks higher this quarter. AI is giving Tech stocks a big rally this month as companies cut costs and increase engagement. Is your portfolio allocated properly for your time horizon and risk tolerance? If not then let's set up a time for a complimentary review.

In April 2024, market dynamics shifted significantly. With the S&P 500 down -4.08% and the Russell 2000 dropping -7.04%, the month was marked by economic volatility. Despite a strong labor market, inflation remains a concern. For a comprehensive analysis of these trends and insights into future market directions, explore our latest Capital Markets Commentary. Stay ahead with informed investment strategies. ???? https://bit.ly/44MK3TT #Finance #MarketAnalysis #InvestmentStrategy #Economy

The economic conditions around the Fed cutting rates have finally changed. So, what does that mean for rates and the market? For more from the Global Market Strategy team, visit: https://bit.ly/4bW7Xym #MacroPulse | #MarketInsights | #TheFed | #RateCuts

The economic landscape has shifted, and the conditions for the Fed cutting rates have changed. What does this mean for rates and the market? The New York Life Global Market Strategy team provides insights on navigating this new environment and the potential impacts on your investments. Stay informed and optimistic about your financial future! ???? #MarketUpdate #EconomicOutlook #FinancialPlanning #InvestmentStrategy #WeAreATM

Our Sailing with the Wind theme continues to play out as equity markets outperform, led by our preferred markets - the US and Japan. Bond markets have had headwinds in the face of a temporary rebound in inflation, but the latest print bodes well for monetary policy easing as early as June. We see further upside to global equities in Q2 as bond yields peak.

?? 5 ? 4 ? 3: A soft landing like it’s 1995? In this new quarterly video, NBI CIO Office’s Louis Lajoie discusses recent stock #market resilience, consumer optimism, interest #rate cut outlook, a comparison with the mid-90s’ #economy and the #investment strategy to favour in the current context.