Remove 2029 Remove Compliance Remove Financial Services
article thumbnail

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

Carson Wealth

Investors currently expects policy rates for 2029 to be at 4.05%, which implies investors dont expect any rate cuts beyond 2025. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices).

article thumbnail

Market Commentary: A Closer Look at the Stock Market’s Reaction to Major Geopolitical Events

Carson Wealth

In fact, expected policy rates for 2029 are now higher than 4%, well above where they were at the end of 2023. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.