SDOW

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth in the U.S. In Q3. The investment firm says growth will moderate and inflation will continue its downward trajectory in the second half of 2024. The upcoming presidential election will be a disruptive factor for investors.

Above The Noise: Countdown To A Rate Cut

Data indicates that we can expect to see the first Federal Reserve interest rate cut soon. The implied rate suggests that the first cut may be coming in September. Value and small-cap stocks have tended to outperform growth stocks in the past. The first rate cut is expected to come soon.

Strong U.S. GDP Rise For Q2 Derails Recession Forecasts... Again

The correction happening in stocks is 'far from over,' IBKR says

The S&P 500 and the Nasdaq Composite suffered their worst sessions in more than a year on Wednesday. A selloff in tech stocks led the indexes to their steepest falls since October. Interactive Brokers' senior economist says a 10% to 15% correction in the U.S. Equity market is likely.

Winter (Rate Cuts) Is Coming

The 2024 deficit estimate has increased by $400 billion, a 27% rise from their estimate five months ago. The U.S. Deficit for 2024 is expected to be $2.0 trillion, 7% of our Gross Domestic Product. The CBO forecasts no recession for the next decade. The IMF has warned of runaway spending in the United States.

The Case Against Lone Recession Indicators Is Stronger Than Ever

U.S. Recession In Motion?

Goldman Sachs is shifting to neutral, but remains mildly pro-risk for the next 12 months

Goldman Sachs is shifting to neutral, but remains mildly pro-risk for the next 12 months. Second half outlook for 2024 shifts towards a more neutral stance. The investment bank's baseline view for the second half of the trading year remains optimistic. Goldman Sachs expects a small pickup in growth as inflation moderates.