Mirae: Rate Cuts Are a Second-Half 2024 Story
Investors need to temper their expectations for rate cuts according to Rahul Chadha, Chief Investment Officer of Mirae Asset Global Investments. Speaking on Bloomberg Markets earlier today, he pointed to labor strikes around the world and sticky wages as headwinds for Central Bankers in the near to medium term.
A.I. And Are Markets Listening?
Jonathan Corpina, Sr. Managing Partner, Meridian Equity Partners shares his thoughts on A.I. and its impact on stocks, and whether the market is reacting appropriately to recent remarks made by U.S. Treasury Secretary Janet Yellan, Fed Chair Jerome Powell, and President Biden.
Is Inflation Ready to Take a Pause?
Has inflation peaked, or will the intense competition over a limited number of workers push prices higher? Insights by CME Group Senior Economist, Erik Norland.
An Uneven Jobs Recovery
The U.S. labor market remains robust, creating a surprising half million jobs in July. While the labor market remains healthy, here’s why jobs growth may naturally start decelerating in the second half of 2022. Insights by CME Group Chief Economist, Blu Putnam.
Five Long-Term Transitions to Watch in Complex Times
While the labor market has recovered, consumption patterns may have permanently changed. Chief Economist Blu Putnam measures five critical transitions in the markets.