In a recent piece from U.S. News & World Report, Tim Smart featured timely insights from Touchstone’s Senior Fixed Income Strategist, Erik Aarts, CIMA®, who shared key perspectives on today’s labor market while discussing consumer inflation. “The labor market remains strong... it’s not giving the Fed a reason to do anything” says Aarts, providing Touchstone’s outlook on how Fed members view the current state of interest rate policy. Read the full article below for more information and timely insights: https://lnkd.in/eYh5fHKT #DistinctivelyActive #ActiveManagement #Inflation
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LinkedIn Top Voice. Economic analyst, survey maven, and trusted resource for Bankrate, Red Ventures, and beyond. Former president of two associations of journalists, The National Press Club and SABEW.
There's been better news on inflation lately, keeping the rally going on Wall Street. But the relief stemming from reports on the Consumer Price Index and the Producer Price Index doesn't mean Americans are ready to stand up and cheer regarding their personal finances. Here's more from MarketWatch including details about the survey from Bankrate providing some insights on consumer attitudes as the holiday shopping season heats up. Are you still feeling the pinch from the sharp rise in prices dating back to 2019? How are you managing? How important will the issue of the economy and your personal finances be in deciding how to vote next year? Please share your thoughts in the comments section below.
Investors are thrilled inflation is down. Consumers aren't so happy. Here's why.
marketwatch.com
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Have you felt the effects of inflation? All of us probably have, in one way or another. The Consumer Price Index, a way to gauge inflation, rose 3.5% in March, surpassing expectations and signaling an acceleration for inflation. Here's what it means: ▪️ This unexpected rise is largely due to increases in shelter and energy costs 🏠 ▪️ The Fed may delay interest rate cuts as a result ▪️ This impacts you as an investor by potentially affecting market trends and the timing of your investments ▪️ Stay informed and adjust your investing strategy accordingly Remember, knowledge is power when it comes to managing your finances. #InflationUpdate #InvestingInsights #Financial Source: https://lnkd.in/d2RvwuZZ
Consumer prices rose 3.5% from a year ago in March, more than expected
cnbc.com
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I want to share some important updates from the U.S. economy that could significantly influence our investment strategies! ᴜ.ꜱ. ᴄᴏɴꜱᴜᴍᴇʀ ᴘʀɪᴄᴇꜱ ʀᴏꜱᴇ ʟᴇꜱꜱ ᴛʜᴀɴ ᴇxᴘᴇᴄᴛᴇᴅ ɪɴ ᴀᴘʀɪʟ, ᴀɴᴅ ᴛʜᴇ ᴄᴏʀᴇ ᴄᴘɪ, ᴡʜɪᴄʜ ᴇxᴄʟᴜᴅᴇꜱ ꜰᴏᴏᴅ ᴀɴᴅ ᴇɴᴇʀɢʏ ᴘʀɪᴄᴇꜱ, ʜᴀꜱ ꜱʟᴏᴡᴇᴅ. ➤ 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗣𝗿𝗶𝗰𝗲 𝗜𝗻𝗱𝗲𝘅 (𝗖𝗣𝗜) 𝗚𝗿𝗼𝘄𝘁𝗵 𝗦𝗹𝗼𝘄𝘀: The CPI rose less than expected, indicating that inflation might be starting to cool off. ➤ 𝗖𝗼𝗿𝗲 𝗖𝗣𝗜 𝗦𝗹𝗼𝘄𝘀: The slowdown in the core CPI is particularly important because it suggests underlying inflation pressures are becoming less intense, potentially easing concerns around persistent inflation. What This Means for Investors: 🔹 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗦𝗵𝗶𝗳𝘁 𝗶𝗻 𝗠𝗼𝗻𝗲𝘁𝗮𝗿𝘆 𝗣𝗼𝗹𝗶𝗰𝘆: These indicators could influence the Feds monetary policy (𝘦𝘨 𝘳𝘢𝘵𝘦 𝘤𝘶𝘵𝘴). Historically, this kind of environment has been favourable for investors 🔹 𝗢𝗽𝘁𝗶𝗺𝗶𝘀𝗺 𝗶𝗻 𝘁𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁: Better-than-expected inflation numbers could see increased investor confidence and potentially bullish conditions for the stock market 🌟 Action Steps: ✅ 𝗦𝘁𝗮𝘆 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲: Keep a close eye on economic indicators and market trends ✅ 𝗣𝗹𝗮𝗻 𝗔𝗵𝗲𝗮𝗱: Review your portfolio with a financial advisor to ensure it aligns with the current economic landscape and your long-term financial goals 𝐈𝐟 𝐲𝐨𝐮’𝐯𝐞 𝐛𝐞𝐞𝐧 𝐡𝐞𝐬𝐢𝐭𝐚𝐧𝐭 𝐚𝐛𝐨𝐮𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐨𝐫 𝐮𝐧𝐬𝐮𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐲𝐨𝐮𝐫 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲, 𝐥𝐞𝐭’𝐬 𝐡𝐚𝐯𝐞 𝐚 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧! 🙋🏻♀️ https://lnkd.in/eB4JZJzx
US consumer prices rise less than expected in April; core CPI slows
straitstimes.com
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🚨🚨Market Update🚨🚨 February has proven challenging for bond yields, commencing with a robust employment report that triggered a sell-off. Subsequently, the market experienced substantial positive surprises in both consumer and producer inflation reports this week. Although this week's consumer inflation release is not the Federal Reserve's preferred index, it still induces volatile swings. Despite economic data not universally surpassing expectations, notably with Retail Sales, indications suggest that rate hikes are impacting the economy. With that said, the economy is certainly proving to be resilient. The recent data does not alter expectations for the March Federal Reserve meeting, as that was already ruled out. Financial markets are now grappling with reconciling their expectations for mid-year rate cuts, in contrast to the Federal Reserve's stance of not anticipating any adjustments until later in the year. The upcoming week is characterized by a lighter economic data schedule. #MortgageMagic #MovementMortgage #MortgagesThatMeanMore #ImpactLending #TheMoreYouKnow #KnowledgeIsPower
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Big week for bonds and interest rates. Tuesday and Wednesday are the days we should see the most important data/events and most of the impact. Tuesday has a speech from Fed Chair Powell and Wednesday has CPI and Retail Sales. This gives us a look at inflation and also the health of the Consumer.
The Upcoming Week Will Be Significantly More Volatile
housingbrief.com
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December’s consumer price numbers came in slightly higher than expected, meaning a March rate cut by the Fed may be premature to achieve their 2% inflation goal. Read the Reinhart Fixed Income team’s Week in Review to learn more about this story and other news from the week: https://buff.ly/48zrnZ0 Subscribe to Week In Review: https://buff.ly/3SqpeGJ
Reinhart Fixed Income Week in Review by Madison Investments
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📉 Big news: Consumer Prices Index drops for the first time in 4 years! What does this mean for your wallet and the economy? Dive into the details here: https://lnkd.in/eZmQpJmQ @CoinChapter . . . . . #CPI #Economy #Inflation #interestrates #unemploymentrate #fed #CoinChapter
Consumer Price Index (CPI) Drops for the First Time in Four Years
https://coinchapter.com
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Read the latest Gallagher Weekly Markets Update featuring some of the week's top market headlines: https://lnkd.in/gfPCwDaW ➡ Fed’s Preferred Gauge Signals Steady Inflation Pace ➡ Beige Book Indicates Modest Economic Growth ➡ Home Prices Reach All-Time High in March #EmployeeBenefits #FinancialMarkets #InstitutionalInvestmentConsulting
Weekly Financial Markets Update June 03, 2024 | Gallagher USA
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Read the latest Gallagher Weekly Markets Update featuring some of the week's top market headlines: https://lnkd.in/gfPCwDaW ➡ Fed’s Preferred Gauge Signals Steady Inflation Pace ➡ Beige Book Indicates Modest Economic Growth ➡ Home Prices Reach All-Time High in March #EmployeeBenefits #FinancialMarkets #InstitutionalInvestmentConsulting
Weekly Financial Markets Update June 03, 2024 | Gallagher USA
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Read the latest Gallagher Weekly Markets Update featuring some of the week's top market headlines: https://lnkd.in/gfPCwDaW ➡ Fed’s Preferred Gauge Signals Steady Inflation Pace ➡ Beige Book Indicates Modest Economic Growth ➡ Home Prices Reach All-Time High in March #EmployeeBenefits #FinancialMarkets #InstitutionalInvestmentConsulting
Weekly Financial Markets Update June 03, 2024 | Gallagher USA
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