Carson Wealth

JUNE 23, 2025

Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027. So including the 2 cuts in 2025, the Fed is now projecting a total of three cuts by the end of 2026 and four by the end of 2027. They’ve reconciled this by reducing the number of rate cuts in 2026 to just one (each cut worth 0.25%-points).

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Carson Wealth

OCTOBER 9, 2023

Instead, as the chart below shows, the expected policy rate in 2027 has surged, from about 3% in May to 4.35% today. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Why have long-term rate expectations risen?

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Carson Wealth

SEPTEMBER 25, 2023

Market expectations for the implied policy rate in 2027 has increased from 3% to almost 4% over the last four months. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. This is different from what investors expect.

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Carson Wealth

AUGUST 21, 2023

The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 01874792_081423_C The post Market Commentary: Weak Seasonality Still in Play appeared first on Carson Wealth.

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Trade Brains

SEPTEMBER 11, 2024

Angel One offers technology-driven financial services to its clients. Services include broking, advisory, margin funding, and loans against shares. With a commitment to brand building and regulatory compliance, Angel One is well-positioned for sustained growth in the evolving fintech landscape. Market Cap (Cr.)

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Carson Wealth

DECEMBER 23, 2024

They expect to hit their target of 2% only by 2027 now. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). 2025: Up from 2.2% 2026: Up from 2.0% This is quite confounding.

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Carson Wealth

MARCH 24, 2025

and for 2027 at 2%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 7774026.1_032425_C The post Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week appeared first on Carson Wealth.

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