))
Can Softening Data Lead to a Tailwind of Growth?
Manage episode 422245953 series 3404637
Indhold leveret af Stokes Family Office. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stokes Family Office eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
As economic data continues to show softness, we predict what that means for rate cuts potentially coming this summer. We’ll look at oil prices and discuss why whether you’re making business or vacation plans, the stability of prices is so important across the economy. Plus, airline travel and car sales are back!
Key Takeaways
- [00:18] - Is the economy telling us that rate cuts are coming?
- [05:01] - The tailwinds from dropping oil prices
- [11:26] - Do higher rates add to inflation?
- [17:50] - Travel is back!
- [22:58] - Cars are back, too?
Links
- Rieder: Very positive data for the Fed’s mandate
- Berger: "The Great Stay" continued in April
- Grannis: Tight money hasn’t hurt corporate profits
- Grannis: Charts with a message
- Zaccardi: Corporate bankruptcies in the US are tapering off
- Roche: Higher rates do not add to inflation
- Memorial Day travel: flying like it’s going out of style
- Auto sales in May highest since April 2023.
Connect with our hosts
Subscribe and stay in touch
Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
136 episoder
Del
