Markets and Economy New inflation data doesn't change our expectations for Fed easing
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
Fresh perspectives on economic trends and events impacting the global markets.
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
News of defaults and stress from certain US regional banks sparked fears of a credit crisis, but they appear to be isolated events.
Trump threatened new tariffs on China, Japan’s election hit a hurdle, and UK regulators made it easier for people to invest in cryptocurrency ETFs.
The US government shut down, while governments in Europe and Japan plan to increase spending, which may help support stocks.
The market environment is challenging, but growth and earnings data remained resilient. We expect markets to resume their climb of the “wall of worry.”
With the Federal Reserve cutting rates and recent US economic data showing resiliency, the environment may be conducive to an end-of-year rally.
Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
Although the labor market began to slow, it’s not yet signaling a recession. Anchored inflation expectations may mean a rate cut is imminent.
Markets pressed higher despite seasonal weakness, new tariffs, elevated valuations, and noise surrounding the Federal Reserve’s independence.
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