As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
David Waddell discusses the market reaction to the employment report. Read now
David Waddell talks of how markets were able to digest the high number of jobs because wages were down slightly. Read now
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
Read now
Once a quarter, the Federal Reserve releases its Summary of Economic Projections (SEP). This report contains FOMC member projections for the unemployment rate, inflation, and
Inflation re-acceleration poses the most significant risk to our optimistic outlook for 2024. This places market moving weight on each CPI, PCE and PPI inflation
As markets gyrated this week between “will they” or “won’t they” June rate cut debates, I withdrew to focus on larger and more important questions.
David Waddell discusses the market reaction to the employment report. Read now
David Waddell talks of how markets were able to digest the high number of jobs because wages were down slightly. Read now
Markets leapt to new record highs this week as Chairman Powell and the FOMC left rates unchanged, maintained their outlook for three cuts in 2024,
David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now
Read now
Once a quarter, the Federal Reserve releases its Summary of Economic Projections (SEP). This report contains FOMC member projections for the unemployment rate, inflation, and
Inflation re-acceleration poses the most significant risk to our optimistic outlook for 2024. This places market moving weight on each CPI, PCE and PPI inflation