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Investing in the Future: Budget 2024’s Impact on Financial Markets

International College of Financial Planning

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. India’s Real GDP is projected to grow by 7.3% Lakh Crores, equivalent to 3.4%

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The Economy vs. Interest Rates

Bell Investment Advisors

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? government is used to discount future cash flows, the expectation of higher rates drags down the price of stocks and bonds.

Economy 52
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Financial Market Round-Up – Jan’24

Truemind Capital

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Some allocation of 5-7% in portfolios focused on the Chinese economy can be taken given multi-decades low valuation, which may not sustain in a large economy expected to grow at 3-4% annually over the long term.

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Financial Market Round-Up – Apr’23

Truemind Capital

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. For the last 1.5

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Solid labor market cures many ails for the economy but can’t last forever

Nationwide Financial

Given the relative strength of recent data, it’s unlikely that a recession will start in the next few months, aside from a politically-induced government debt default. While financial markets are pricing in several rate cuts before year end, we look for the Fed to wait until 2024 to ease its policy stance due to lingering inflationary trends.

Economy 52
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MiB: Liz Hoffman on Crash Landing

The Big Picture

 This week, we speak with Liz Hoffman , who is the business and finance editor at Semafor and author of “ Crash Landing: The Inside Story of How the World’s Biggest Companies Survived an Economy on the Brink.” She was previously a senior reporter at The Wall Street Journal, where she covered financial markets and corporate dealmaking.

Economy 130
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Sunday links: bad weather forecasts

Abnormal Returns

statnews.com) BlackRock’s ($BLK) financial markets advisory group has become a go-to resource for governments. libertystreeteconomics.newyorkfed.org) Economy Why isn't inflation falling? (wsj.com) Funding for future pandemic preparedness could run into problems in Congress. Ask consumers and businesses.