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Fed's Beige Book: "Economic activity increased slightly to moderately"

Calculated Risk

Fed's Beige Book Economic activity increased slightly to moderately across the twelve Federal Reserve Districts in late November and December. The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Vehicle sales grew modestly.

Economics 162
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Schedule for Week of February 9, 2025

Calculated Risk

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, February 10th -- No major economic releases scheduled. -- Tuesday, February 11th -- 6:00 AM: NFIB Small Business Optimism Index for January. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2%

Retail 162
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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. The Rocky Balboa Market Something unique about 2025 so far is how stocks have bounced back when they’ve been down. What to make of all this?

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Stocks to Benefit as RBI Cuts Rates for the Third Time; Recommended by Trade Brains Portal

Trade Brains

percent, signaling a clear shift toward monetary easing to support economic growth. billion as of June 2025. Improved financing also supports economic activity and encourages manufacturers to invest in new models and expand capacity. This series of rate reductions has brought the repo rate down from 6.50 percent to 5.50

Banking 52
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Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Carson Wealth

range (or even lower) in Q4 2024 and Q1 2025. This is counterintuitive, since the Fed went big with a 0.50%-point cut at their September meeting and projected more cuts into 2024 and 2025. If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot.

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Market Commentary: Good Riddance February, Hello March

Carson Wealth

In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control.

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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Cue expectations for rate cuts in 2025, which moved significantly after the payroll report was released. The 2025 policy rate is expected to be about 4.1% (currently at 4.4%).