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

Your Richest Life

Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time. Future cuts will depend on inflation and the strength of the economy as the year goes on. 2025 Inflation creeps up The U.S.

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Opposite of Conventional Wisdom

The Irrelevant Investor

There was an article in the New York Times that highlighted the reversal of previous findings in medicine. If you can time the economy, you can time the stock market. Different opinions and different objectives and different time frames means that conventional wisdom is hard to find in financial markets.

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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

How will elections affect the economy? Thanks to the miracles of modern medicine, lifespans are expanding, with the pandemic caveat. Will Vladimir Putin use nuclear weapons in Ukraine? What is going to happen with the Debt Ceiling deadline and will the U.S. default on its debt? Will AI (artificial intelligence) take all our jobs?

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Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation

Brown Advisory

In addition to having a long history as a financial asset, gold has economic applications in electronics, medicine and jewellery. But their tune could change if financial markets begin to shudder or the economic recovery falls short. Assets that produce no cash (e.g. A six handle on the U.S. company.

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Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation

Brown Advisory

In addition to having a long history as a financial asset, gold has economic applications in electronics, medicine and jewellery. But their tune could change if financial markets begin to shudder or the economic recovery falls short. Assets that produce no cash (e.g. A six handle on the U.S. company.

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Sigachi Industries: Fueling Pharma Growth with High-Quality MCC

Trade Brains

We all know that the pharmaceutical industry is a complex ecosystem where countless components converge to produce life – saving medicines. MCC being a non medicinal ingredient plays a critical role in formulating tablets, capsules and other dosage forms.

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Transcript: Armen Panossian

The Big Picture

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

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