FTSD

More Good Inflation News: David Berson's Economic Brief

Inflation Remained Low In June

Multi-Asset Mid-Year Outlook Global Growth Picture Supports Risk Assets

U.S. GDP Growth Beats Expectations, But Fails To Dent The Market's Faith In Rate Cuts

U.S. GDP Growth Beats Expectations, But Fails To Dent The Market's Faith In Rate Cuts. GDP grew an annualised 2.8% in second-quarter 2024. Core PCE deflator rose 2.9% annualised versus the 2.7% expectation.

Weekly Report: what happened at FTSD last week (0715-0719)?

Could The Fed Cut Interest Rates Twice In 2024?

US disinflation may lead to a third-quarter Fed rate cut. Recent data on US inflation shows that the disin inflationary process is picking up steam. I believe the Federal Reserve will cut before the end of the third quarter. I see room for more than one rate cut in 2024. S&P 500 companies are forecasted to deliver their highest year-over-year earnings growth.

3 Bad Narratives That Are Dead (But Will Persist)

3 Bad Narratives That Are Dead (But Will Persist) Cullen Roche: Raising interest rates does not cause inflation. He says the Great Financial Crisis created some of the worst narratives in finance and economics. In 2008, the Fed cut rates to 0% and many expected this to create hyperinflation risk.

Why The Fed's Picking Up Speed Toward Rate Cuts