Found 8 article(s) for this tag.
All eyes are on the upcoming GDP and CPI releases scheduled for April 9-10. These data points will determine the Federal Reserve's next move and the trajectory of the S&P 500 for Q2.
Despite persistent inflation, the Fed eyes one potential cut. We explore the 3.5%-3.75% landscape and its impact on mortgages and loans.
As we enter the second quarter of 2026, the Federal Reserve faces a unique challenge. With inflation approaching the 2% target and the 'AI Productivity Premium' officially influencing GDP, we analyze the 'Neutral Rate' (r-star) and why the Fed is in no rush to cut rates.
In late March 2026, the Federal Reserve has maintained the federal funds rate at 3.5%-3.75%. We analyze updated 2026 economic forecasts, PCE inflation at 2.7%, and why the 2026-2027 rate cut path is becoming increasingly uncertain.
March 2026 marks a turning point for global markets as the Federal Reserve officially pivots toward a mid-3% interest rate environment. This analysis explores the Fed's 2026 dots, the challenges of the 2.5% inflation floor, and the impact on the US dollar and bond yields.
As the US economy faces a soft landing in 2026, the Federal Reserve's pivot to 'Neutral Rates' is creating a volatile yet opportunity-rich environment for S&P 500 and Nasdaq investors.
With interest rates stabilizing, we analyze $O, $EQIX, and $AMT. We explore Data Centers vs. Office space and the 'Yield-Spread' 2026 Strategy.
With inflation stabilized at 2.1% and interest rates at 3.5%, we analyze the 2026 S&P 500 targets, the AI-productivity boost, and the $SPY vs $QQQ strategy.