The Weekly Brief
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Consumer Spending Still Strong
The US consumer is simply not slowing down, which means the Fed has more work to do to cool the economy off to get inflation down.
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A Long Road Ahead
Although inflation may have peaked, markets should expect a long, bumpy ride as the Fed works to bring inflation closer to its 2% target.
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Job Growth Accelerates (Again)
Last week’s surprisingly strong job numbers indicate that the US economy continues to hold strong despite rising interest rates.
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Rate Cuts Ahead?
Speculation is building that the Fed will begin to cut interest rates early next year— prioritizing growth over inflation.
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Transportation Costs Drop
Declining global transportation costs are a positive development for recent supply chain woes but may also be a sign of a slowing economy.
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Inflation Crossroads
We’re tracking several key trends that indicate that inflation may soon be on the decline.
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Has Inflation Peaked?
The easing of supply chain pressures combined with lower commodity prices could mean that inflation will soon be on the decline.
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Hawkish Times
The Fed will likely raise interest rates until inflation shows meaningful decline. Unfortunately, we’re in the early stages of that journey.
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CEO Confidence Wanes
Rising costs are dragging down CEO business confidence levels, putting pressure on earnings and raising the risk of a hard landing.