Tim Magnusson, CIO, spoke with Bloomberg’s Liz Capo McCormick following Federal Reserve Chair Jerome Powell’s recent press briefing: “‘Powell essentially endorsed being long breakevens,’ said Tim Magnusson at Garda Capital Partners, referring to a trading strategy that profits from inflation-linked securities outperforming regular Treasuries.” Read the full article: https://lnkd.in/gwZ2ZknT #Inflation #FederalReserve #GardaCapital
Garda Capital Partners’ Post
More Relevant Posts
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"#FederalReserve Chair Jerome Powell said last month’s decision to cut the fed funds target rate by a half percentage point was due to a 'recalibrating' policy, as the Fed follows its dual mandate regarding #inflation and #growth." Read more in our #MarketCommentary from LPL Research 👉 https://lnkd.in/e8mutpEq #FinancialAdvisor #FinancialPlanning #Investing #ManahawkinNJ #ManchesterNJ
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Three Fed scenarios, same result. T. Rowe Price. Over the last couple of months, the market consensus has moved entirely from one side of the boat to the other, and then seemingly back again. 🔗 Read the full article on Investment IQ: https://lnkd.in/eSTVKbui #investing #assetmanagement #wealthmanagement #finance
Three Fed scenarios, same result
investmentiq.co.uk
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Can we expect rates to be reduced sooner rather than later? Read more about Jerome Powell, Chair of the Federal Reserve's, latest remarks and other market insights from our in-house portfolio managers in this weekly update. https://ow.ly/bMil50SBO4G
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Three Fed scenarios, same result. T. Rowe Price. Over the last couple of months, the market consensus has moved entirely from one side of the boat to the other, and then seemingly back again. 🔗 Read the full article on Investment IQ: https://lnkd.in/eSTVKbui #investing #assetmanagement #wealthmanagement #finance
Three Fed scenarios, same result
investmentiq.co.uk
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Specialist, Investment Strategy at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Weekly markets roundup (03/22/2024): - The US Federal Reserve (Fed) unanimously decided to leave the benchmark federal funds rate unchanged in a range of 5.25% to 5.5%, the highest since 2001, for a fifth straight meeting. - Fed officials also slightly lifted their forecast for where they see rates settling over the long term, raising their median estimate to 2.6% from 2.5%. - Value stocks have generally benefitted in higher rate periods. Connor, Clark & Lunn Private Capital Ltd. (CC&L) #wealthmanagement #interestrates #federalreserve #valueinvesting
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"Goldilocks has left the building," says IAA's Chief Investment Officer Chris Zaccarelli, CFA. Read more from the The Wall Street Journal's Hardika Singh on how Chris and other #investment leaders are reacting to the latest #inflation report. #CIO #wallstreet #markets #fed #rates #wealthmanagement #financialplanning #financialadvisors #rias https://bit.ly/3vKjhOZ
What Wall Street Is Saying About the Inflation Report
wsj.com
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"The start of a new phase in monetary policy 💵 Awaited like the Messiah, the FED’s famous “pivot” finally took place on September 18. Jerome Powell and his colleagues even cut interest rates by an unusual 50 basis points, a magnitude previously reserved for times of crisis. The communication surrounding such a move, which was anticipated by part of the market, was key in order to avoid injecting a hint of nervousness into traders’ minds and preventing the perception of a lag between a monetary policy potentially rigid for too long and an American economy slowing faster than expected." Our latest Market Insight - October 2024 - is now available here: https://lnkd.in/eyYp_nry Julien Serbit Prime Partners SA Alliance of Swiss Wealth Managers #interestrates #fed #marketanalysis #wealthmanagement #marketoutlook
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Is the week’s #economic data too hot or too cold? No, it looks like it may be just right. After a week of Goldilocks news, #SanctuaryWealth Chief #Investment Strategist Mary Ann Bartels digests the latest data and where #markets could head in #TheWeekAhead. Learn more at www.sanctuarywealth.com #SanctuaryDifferent #PartneredIndependence #FinancialAdvisors #WealthManagement
It was a Goldilocks week of news with #FederalReserve Chair Jerome Powell leading the #markets to believe lower interest rates are coming and a February jobs report that sent interest rates falling across the yield curve. At the same time, the S&P 500 hit another high. Who knows how this story will end? In the meantime, we remain buyers, especially during pullback, as our target range for the S&P 500 is 5,400-5,800 this year. Check out #TheWeekAhead for the rest of my #economic and #investment outlook. #SanctuaryDifference #Markets #Investing #WealthManagement
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Chairman Powell’s Remarks from SF Fed…Early Thoughts: 1) These interviews with Powell are more and more like Noam Chomsky interacting with a hyped-up 8th grader. 2) Chairman Powell is the Mr. Roger of monetary policy. #federalreserve #monetarypolicy #thefed #interestrates #fixedincome #bonds #yieldcurve
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It was a Goldilocks week of news with #FederalReserve Chair Jerome Powell leading the #markets to believe lower interest rates are coming and a February jobs report that sent interest rates falling across the yield curve. At the same time, the S&P 500 hit another high. Who knows how this story will end? In the meantime, we remain buyers, especially during pullback, as our target range for the S&P 500 is 5,400-5,800 this year. Check out #TheWeekAhead for the rest of my #economic and #investment outlook. #SanctuaryDifference #Markets #Investing #WealthManagement
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