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Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Carson Wealth

Worries over the fallout from the Middle East conflict has traders on edge, while US economic data has been slowing some, and the Federal Reserve (“Fed”) is continuing to hold rates firm (which we discuss in more detail below). Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027.

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Market Commentary: Another October Bottom?

Carson Wealth

Instead, as the chart below shows, the expected policy rate in 2027 has surged, from about 3% in May to 4.35% today. The surge in yields has come as economic data has shown signs of a much stronger and more resilient economy over the last three months. Why have long-term rate expectations risen? appeared first on Carson Wealth.

Marketing 134
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Market Commentary: Weak Markets in September Are Not Unusual

Carson Wealth

They updated their economic projections, which captures their views on what the economy, employment, and inflation will do under appropriate monetary policy. So, they believe the same structural forces that have kept economic growth relatively slow (around 2%) are still in play. Here are five takeaways.

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LIC Housing Finance vs Bajaj Housing Finance – Comparison

Trade Brains

Now India is at the forefront of the economic boom. Looking ahead, Crisil MI&A expects the overall housing segment to grow at a CAGR of 13-15% from Fiscal 2024 to Fiscal 2027. Maintaining a high CRAR ensures financial stability and regulatory compliance. Some established players make the most of these opportunities.

Assets 96
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Market Commentary: Weak Seasonality Still in Play

Carson Wealth

Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Higher Interest Rates for Longer, Much Longer Equity markets have pulled back despite the run of strong economic data. Here’s a quick recap.

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Fundamental Analysis Of Vedanta – Future Plans And More

Trade Brains

Fundamental Analysis Of Vedanta: The mining and metals industry stands as a cornerstone of global economic development, catering to a multitude of sectors, from infrastructure to technology. The global demand for these minerals on average is expected to only grow to 2%–3%, whereas in India, these demands are expected to grow by almost 5%–9%.Due

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Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

It upped its view of economic growth and said things looked pretty good on the economic front. This move up in estimates of long-run policy rates, by markets and the Fed, is a function of higher estimates of future economic growth (including productivity). They expect to hit their target of 2% only by 2027 now.