Remove Asset Allocation Remove Economics Remove Economy Remove Food
article thumbnail

Financial Market Round-Up – Jul’23

Truemind Capital

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook.

article thumbnail

Financial Market Round-Up – Jan’24

Truemind Capital

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. The debt yields have declined across the yield curve maturities in the developed economies.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Market Commentary: Stocks and Bonds Rally as Fed Recognizes Progress on Inflation

Carson Wealth

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

article thumbnail

Insane Gain After Fed & Ukraine Pain

Investing Caffeine

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Adding the Russian invasion of Ukraine to the mix has been like pouring gasoline on the flames of inflation, especially when it comes to the energy and food sectors. Source: Trading Economics. Source: Trading Economics.

Economy 59
article thumbnail

Client Letter | Could the Worst be Behind Us? | October 5, 2022

James Hendries

Elevated food and gas prices continue to stretch budgets, and higher interest rates have increased borrowing costs. Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Clients 52
article thumbnail

How inflation can end the equity market dream run?

Truemind Capital

The economic scenario during the 1970-80s serves as a good reference point. That resulted in temporary low unemployment and higher economic growth. Here is the simple economic logic – if the rate of money printing is higher than the rate of production of goods and services in an economy, the prices will increase.

article thumbnail

Shadow Consumption

Brown Advisory

Economic recoveries usually feature a surge in consumption as employment and wages rebound. economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. Current U.S.

Food 52