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The U.S. stock market makes a surprising recovery, and issues with private credit loom. Learn more with our comprehensive weekly market analysis. #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

The Fed cut rates by 50 basis points last week as their focus shifts toward unemployment - but has victory been declared too early? Learn more with our expert weekly market analysis. #accounting #stocks #stockmarket #financialadvice #wallstreet #banking #economy #finance #economics #investments

Check out this interesting article from the Federal Reserve Bank of New York! While it may be a little old, it sheds light on how the Fed uses its balance sheet to achieve its objectives. Currently, the Fed is in transition, reducing the size of the balance sheet as directed by the FOMC. Stay informed on the latest developments in monetary policy! #FederalReserve #monetarypolicy #economics

🚀 New Insight: Navigating Inflation with Strategic Financial Planning 🚀 I wanted to share this insightful article from the Financial Times featuring Neel Kashkari's perspective on maintaining current interest rates to combat inflation. His cautious approach underscores the importance of ensuring economic stability. At Enki Holdings, we specialize in helping companies strategically establish financial plans that can mitigate the effects of inflation. By leveraging our expertise in risk management, diversified investments, and cost optimization, we empower businesses to navigate economic challenges and maintain long-term growth. Read the full article here: https://on.ft.com/4bFsY0I #FinancialPlanning #InflationManagement #StrategicInvestments #EnkiHoldings #EconomicStability #BusinessGrowth #RiskManagement

As the #FOMC wraps up its July meeting, our Distinguished Fellow Joe Tracy assesses the committee’s decision. Purdue University and the Daniels School are fortunate to have Joe in our ranks. The former Federal Reserve Bank of Dallas senior advisor and executive vice president provides thoughtful financial markets analysis for our Daniels Insights blog. #FederalReserve #MonetaryPolicy #EconomicOutlook

The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for longer” narrative has kept a lid on any sort of bond market rally. While falling interest rates help provide price appreciation in this higher-for-longer environment, fixed income investors are likely better served by focusing on income opportunities, which has been the traditional goal of fixed income investors. Investors can best navigate the late-cycle economic environment by adding high-quality bonds, offering attractive risk-adjusted returns, and lowering overall portfolio volatility. Consider moving away from cash, with the Fed likely to cut rates in the second half. #Householder Group #Financial Planning #Financial Advisor

As Frank Valle, CFA, CAIA outlined in a #chartoftheweek last month, a Treasury #curveinversion occurs when short-term rates move higher than long-term rates, and a persistent inversion has historically served as a portent of an economic recession. While the current inversion has persisted for nearly two years (and counting), an economic downturn has yet to materialize. Put simply, this time may be different. Read on at the link.

From Market News Insight: "In an ever-evolving financial environment, the role of cash investments has come into sharp focus, particularly as the Federal Reserve continues to adjust interest rates to manage inflation. Recent announcements from the Fed highlight a quarter-point..." https://lnkd.in/emEbpzSA

KEY THEMES FOR BONDS IN THE SECOND HALF OF 2024 Lawrence Gillum, CFA, Chief Fixed Income Strategist https://lnkd.in/e89k23D The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for longer” narrative has kept a lid on any sort of bond market rally. While falling interest rates help provide price appreciation in this higher-for-longer environment, fixed income investors are likely better served by focusing on income opportunities, which has been the traditional goal of fixed income investors. Investors can best navigate the late-cycle economic environment by adding high-quality bonds, offering attractive risk-adjusted returns, and lowering overall portfolio volatility. Consider moving away from cash, with the Fed likely to cut rates in the second half. #bonds #economy #FederalReserve #investmentstrategies #retirementplanning #financialadvisor #financialmarkets #financialfreedom

ICYMI check out VettaFi Advisor Perspectives for your 📈 🍂 September Market Commentary with insights from Journey's Managing Director of Investments and CFA Mark Lebida, CFA! #MonthlyCommentary #Journey #MarketTrends #InflationUpdate