Federal Reserve Bank of Cleveland’s Post

Inflation is down but not out, as much as wish it was; history tells us differently, and so does the data. Read more about what we are looking at and how we are strategically positioning in the latest CIO Thoughts. John Davi, Nicholas Cerbone, CFA #inflation #inflationassets #portfolioconstruction #macroeconomy #ETFs #activeETFs

▶️ Norman's Eye - October 16th to 20th 𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐲𝐨𝐮𝐫 𝐭𝐡𝐨𝐮𝐠𝐡𝐭𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐫𝐞𝐜𝐞𝐧𝐭 𝐔𝐒 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐟𝐢𝐠𝐮𝐫𝐞𝐬? 𝐃𝐨 𝐲𝐨𝐮 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐥𝐥 𝐫𝐞𝐭𝐮𝐫𝐧 𝐭𝐨 𝐭𝐡𝐞 𝐅𝐞𝐝'𝐬 𝟐% 𝐭𝐚𝐫𝐠𝐞𝐭? 𝑃𝑙𝑒𝑎𝑠𝑒 𝑔𝑖𝑣𝑒 𝑦𝑜𝑢𝑟 𝑣𝑖𝑒𝑤𝑠 𝑖𝑛 𝑡ℎ𝑒 𝑐𝑜𝑚𝑚𝑒𝑛𝑡𝑠 𝑠𝑒𝑐𝑡𝑖𝑜𝑛 𝑏𝑒𝑙𝑜𝑤! If you're interested in any of the topics discussed, delve deeper and check out our sources: ⏬    1️⃣ Financial Times: https://lnkd.in/eXXJBmvt 2️⃣ The Economist: https://lnkd.in/eZ-bHuQ4   3️⃣ Wall Street Journal: https://lnkd.in/eu8GJb7z #EconomicChallenges #IsraelHamasConflict #EuropeEconomy #InvestingInChina #WesternInvestors #InflationConcerns #FinancialNews #GlobalEconomy #MonetaryPolicy #InvestmentStrategies

Inflation matters. If inflation remains stubbornly high, it is hard to foresee the substantial drop in interest rates that markets are pricing in over the next two years. The implications are wide-ranging. The outlook for the economy and financial markets depends heavily on the path inflation will take from here. 𝗜𝗻 𝘁𝗵𝗲 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀, 𝘄𝗵𝗶𝗰𝗵 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗮𝗱 𝗮𝗻𝗱 𝗱𝗼𝘄𝗻𝗹𝗼𝗮𝗱 𝗯𝗲𝗹𝗼𝘄, 𝗔𝗣𝗚’𝘀 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝘀𝘁 𝗖𝗵𝗮𝗿𝗹𝗲𝘀 𝗞𝗮𝗹𝘀𝗵𝗼𝘃𝗲𝗻 𝘁𝗮𝗹𝗸𝘀 𝗮𝗯𝗼𝘂𝘁 𝗵𝗼𝘄 𝗮𝗻 𝗔𝗣𝗚 𝗺𝗼𝗱𝗲𝗹 𝗵𝗲𝗹𝗽𝘀 𝗮𝗻𝗮𝗹𝘆𝘇𝗲 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝗮𝗻𝗱 𝗴𝗶𝘃𝗲𝘀 𝗮𝗻 𝗶𝗻𝘀𝗶𝗴𝗵𝘁 𝗶𝗻𝘁𝗼 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲 𝗺𝗮𝗶𝗻 𝗿𝗶𝘀𝗸𝘀 𝗺𝗶𝗴𝗵𝘁 𝗹𝗶𝗲. 📈 ⤵ #APG #AssetManagement #Inflation #Analysis

ECONOMY The Federal Open Market Committee (FOMC) meetings focused on Interest Rates, The Inflation Tightrope, Labor Market Risks and Economic Projections on September's previous meetings. What topics do you believe the FOMC meeting on November 1st will be centered around? #FederalMeeting #Inflation #TheFederalOpenMarketCommittee #Fed #InterestRate #Economy #Forecast #Forecasting #Forecasts #Predict #Predictions #Prediction #Predictions2023 #BeVisionary #BeStrategic #MayTheBestForecasterWin #tttECONOMY #FedMeeting

This morning's inflation data, in the aggregate, came in a touch hotter than expected, but not to the point -- at least in pre-market action -- to derail the equity market's expectation of a mid-year rate cut. Meanwhile, here are a few key highlights from our latest messaging herein: Click below to continue... #economy #development #power #economy #economics #macroeconomics #markets #investing #money #business #Fed #federalreserve #monetarypolicy #centralbanks #inflation #marketoutlook #financialmarkets #stockmarket #equities #valuation #SP500 #interestrates #bondmarket #commodities #realestate #homeprices #foreignexchange #continuingeducation #financialanalysis #CPA #CFP #CFA #RIA #profits #earnings

U.S. Inflation subsides to 3.2% YoY in October 2023! How does that affect you? We delve into this and more in this week's edition of the market watch. For a more in-depth analysis and comprehensive report, we invite you to subscribe to our newsletter. To stay informed and gain deeper insights into the dynamic world of finance click 👉  https://lnkd.in/eFittknh

If you're expecting a #Fed rate cut this year, here's another perspective why it may not happen. Is your financial portfolio set up for this potential? Educate yourself and read the article.

Last week I presented the results of the NABE outlook survey to the Board of Governors of the Federal Reserve. Our panel of economists are predicting slow growth in 2024 but the vast majority predict less than 50% chance of recession. Read the full report here: https://lnkd.in/ggr_6v7C

𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬 𝐅𝐞𝐝'𝐬 𝐓𝐚𝐫𝐠𝐞𝐭 𝐀𝐦𝐢𝐝 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐒𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐑𝐞𝐚𝐝 𝐌𝐨𝐫𝐞: https://lnkd.in/dM_ucY5v Is inflation finally under control? Friday's big report could reveal if we're nearing the 𝐅𝐞𝐝'𝐬 target. Find out what experts are predicting and why it matters for you. #inflation #economicstability #fedpolicy #markettrends #pceinflation

From recession risk to inflation overshoots to the timing of rate cuts. In our briefing on the 2024 outlook, Capital Economics clients had plenty of questions about macro and market risks in the coming year. Get this free note to see what they asked and how we answered. https://lnkd.in/eMSubrRP #recession #inflation #2024trends #2024strategy