Remove 2027 Remove Economics Remove Portfolio Management
article thumbnail

Market Commentary: Weak Seasonality Still in Play

Carson Wealth

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Here’s a quick recap.

article thumbnail

Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

It upped its view of economic growth and said things looked pretty good on the economic front. This move up in estimates of long-run policy rates, by markets and the Fed, is a function of higher estimates of future economic growth (including productivity). They expect to hit their target of 2% only by 2027 now.