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FOMC Preview: Fed to Cut Rates 25bp

Calculated Risk

Since the last projections were released, economic growth has been above expectations, the unemployment rate is below expectations, and somewhat inflation lower than expected (although there are some "base effects" that might push PCE inflation up in Q4). Projections will NOT be released at this meeting. June 2024 1.9 June 2024 3.9

Banking 182
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FOMC Preview: Fed to Cut Rates

Calculated Risk

Since the last projections were released, economic growth has been above expectations, the unemployment rate is slightly above expectations, and inflation lower than expected (although there are some "base effects" that might push PCE inflation up a little later this year). emphasis added Projections will be released at this meeting.

Banking 312
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CoreLogic: Home Prices Increased 3.3% Year-over-year in January

Calculated Risk

increase from January 2025 to January 2026, there are stark differences between regions. While this year's cold winter and large natural disasters play a role in dampening demand, falling consumer sentiment suggests potential homebuyers are wary of the short-term economic outlook and future inflation. year over year.

Economics 162
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FOMC Projections

Calculated Risk

Since the last projections were released, economic growth has been above expectations, the unemployment rate is slightly above expectations, and inflation lower than expected (although there are some "base effects" that might push PCE inflation up a little later this year). Statement here. Here are the projections. June 2024 1.9

Banking 200
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What Company Will Be the Second to Lose $1 Trillion in Market Cap?

Mish Talk

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. trillion.

Marketing 210
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Are You Keeping the Faith in Cathie Wood's ARK?

Mish Talk

Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. Wood's Predictions The price of bitcoin will hit $1 million by 2030, a roughly 6,000% increase from current levels. That is based in part on expectations of a worker backlash against returning to offices. Her bear case is for shares to trade at $700. trillion.

Valuation 157
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Deloitte Forecast on India’s GDP; Will Indian Economy Hit $5 Trillion?

Trade Brains

Deloitte has released a promising forecast for India’s economic growth. Therefore, these factors work together to drive economic progress. Recovery of Rural Demand Rural areas show particularly strong economic recovery signs. Initially, growth may slow slightly in fiscal 2025-2026 to between 6.5

Economy 116