January 22, 2024 | The inflow of dollars into market funds has been remarkable. Usually when rates drop, the money flows back out.
Why It Matters: If rates do come down as expected, this could signal a bullish trend as capital shifts “off the sidelines” and into markets.
Source: dailychartbook
...January 22, 2024 | The U.S. money supply, along with import and export prices, continues to decline.
Why It Matters: These trends could suggest the Fed may have won its battle against inflation.
Source: SoberLook, dailychartbook
...January 15, 2024 | The latest inflation report reveals a slight uptick above forecasts, suggesting inflation remains stickier than anticipated.
Why It Matters: Despite the upside surprise, markets remain optimistic about potential rate cuts in 2024.
Source: SoberLook, Source Financial Advisors
...December 18, 2023 | Inflation shows a cooling trend with recent figures aligning with subdued expectations.
Why It Matters: Inflation is approaching the Fed’s +2% goal, and opens the door for potential rate cuts, providing the economy a much-needed respite.
Source: Source Financial Advisors
...August 14, 2023 | Inflation is slowing down, echoing last month’s report.
Why It Matters: When annualized, inflation is at a +2% pace. As inflation cools, it should mean less pressure on the Fed to keep raising rates. This reaffirms that the recent rate hike may have been the last.
Source: Source Financial Advisors
...June 12 2023 | Three massive emerging market economies are in disinflationary mode: China, India, and Brazil. Why It Matters: A continuing slowing pace of inflation could be good news for stocks as they react more to changes in inflation rather than its actual level. Source: Gavekal
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