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FOMC Minutes: "The process [of reaching inflation target] could take longer than previously anticipated"

Calculated Risk

A couple of participants judged that positive sentiment in financial markets and momentum in economic activity could continue to put upward pressure on inflation. Several observed that the disinflationary process may have stalled temporarily or noted the risk that it could.

Economics 273
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Podcast links: harsh economic truths

Abnormal Returns

bloomberg.com) Economy Derek Thompson talks 'harsh economic truths' with Chicago Fed President Austan Goolsbee. podcasts.apple.com) Cameron Passmore and Benjamin Felix talks about the dynamics of the financial market with Prof. theringer.com) Julia LaRoche talks with Tyler Cowen about how AI will change society and the economy.

Economics 261
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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics 244
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U.S. Markets Are Swallowing the Rest of the World

A Wealth of Common Sense

The United States is the envy of the world in terms of financial markets and economic performance. Ruchir Sharma at The Financial Times outlines how this is impacting capital flows: Global investors are committing more capital to a single country than ever before in modern history.

Marketing 145
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Research links: the AI threat

Abnormal Returns

mrzepczynski.blogspot.com) Using AI to better explain past financial market returns. nber.org) How to extract economic data from the Wall Street Journal. alphaarchitect.com) Some academic research that has informed our understanding of market returns. (etf.com) Index replication need not be entirely mechanistic.

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Nobody Knows Anything, Dot Plot Edition

The Big Picture

When it comes to forecasting economic outcomes, the Fed is no better or worse than anybody else. They may be terrible economic forecasters but give them credit for not burying bad predictions like so many on Wall Street tend to do. Go to the Fed’s website, and search for “ Summary of Economic Projections.”

Economics 325
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2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

Your Richest Life

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. The post 2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets appeared first on Your Richest Life.