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The Economy vs. Interest Rates

Bell Investment Advisors

The economic backdrop to these losses, however, stands out. labor market. Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. The broader economy surprises, too. The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors.

Economy 52
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Happy Holidays

Bell Investment Advisors

Not to be left out, the bond market rose by 9% from its October low. Why did financial markets deliver such favorable results in December? Investors now expect a loosening of monetary policy and a soft economic landing with no immediate recession. bond market returns to nearly match those of the U.S.

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Recession Storm Fears Reign Supreme as Stocks Gain Steam

Investing Caffeine

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9%

Economy 59
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What comes after the Fed pauses rate hikes?

Nationwide Financial

Tighter monetary policy has helped bring inflation down somewhat from its peak last June, with the expected consequence of slowing economic growth as seen in the Q1 GDP report. In recent months, expectations for the Fed’s next steps have varied among central bank analysts, the stock market, and individual investors.

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No More Bear Markets

The Irrelevant Investor

Remember when bear markets used to last more than a few months? Everything moves faster these days, especially financial markets. This chart might be a bit of an eyesore, but it shows the history of how long it took for stocks to get back to even following a bear market. It was the fastest bear market ever.

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Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

Market expectations have been persistently underrating what the Fed was going to do and, since they’ve continuously had to readjust those expectations, there’s been a rise in short-term rates. Thank you for that quick market recap. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong.

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Transcript: Jawad Mian

The Big Picture

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. We rose to 23.

Marketing 130