2024 March Monthly Economic Review Download With the U.S. economy’s strength resting heavily on household spending, all eyes are on the consumer – and how consumers will respond the next few months to the Federal Reserve’s ongoing efforts to tame inflation. While inflation is down from its...
Market Forecasts: Q4 2024 The soft landing scenario has firmed up as recession risks fade. With the Fed cutting rates in September and flagging more to come, market sentiment is robust. October 25, 2024 Long-term Asset Class Forecasts
Bond Market Updates and ChinaBond Indices Review Bond Market Updates In March, the overall bond market posted a lower return compared with last month. By bond type, movement of treasury yields of different tenors diverged, while most interest rate bond indices still managed to post positive return...
Market review Asian markets climb anew in March Asian markets ended the month higher in line with global trends, with the MSCI Asia Ex Japan Index advancing 2.5% in US dollar terms. The Fed held interest rates steady in March and maintained its policy outlook for three rate cuts in 2024. ...
Although forecasts of the first cut moved from March to September, Wall Street analysts still expect the Fed to ease monetary conditions to support the housing market and indebted consumers. Consumer confidence has taken a noticeable hit recently, as The Conference Board and University of Michigan’...
but excess liquidity is shrinking as the savings buffer built during the pandemic has run down. While the amount of credit appears in the aggregate to be manageable as incomes have risen, consumers have ratcheted revolving debt back up to pre-pandemic levels. The labor market looks set to cool...
this delivered 12.2% annual NAV growth since inception in 1987. Corporate governance is strong, and the NAV is conservatively valued. Investors get liquid access to the global PE market. There are risks around the cycle, and illiquid and unquoted underlying assets. The discount appears anomalous ...
March 17. The market has dramatically downgraded the risk of a 50 bp move, which had been rejected in favor a 25 bp move by a 5-4 vote in February. Before the US warning about a full-scale Russian attack, the swaps market had more than a 60% chance the BOE would deliver a 50 ...
The CPI is defined by the United States Bureau of Labor Statistics as “a measure of the average change over time in the prices paid by urban consumers for a market basket of consumer goods and services”. The annual consumer price index for urban consumers in the U.S. can be accessed ...
Monthly Market Review — October 2024 A monthly update on equity, fixed income, currency, and commodity markets. Brett Hinds Jameson Dunn November 2024 18 min Article Fiscal policy Inflation Listening to voters’ economic concerns should mean less fiscal spending Fixed Income Portfolio Manager ...