Analysts Corner: 06/18/2024 – More Economic Data Needed
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/weekly-market-recap-20240617.pdf
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/weekly-macro-recap-20240618.pdf
Source: Luke Gromen, FFTT
Goldilocks, for Now
The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’. The volatility in economic data since the pandemic, however, suggests the situation is unlikely to last. We expect growth to slow modestly in the quarters ahead, with core inflation remaining comparatively high.
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/Goldilocks-For-Now.pdf
Source: BNP Paribas
Fed Policy: One Month of Good Data Is Not Enough
Good news on U.S. inflation in May did not sway the Federal Reserve to signal interest rate cuts could come sooner.
Source: PIMCO
What to Watch in 2024 Elections
Over half the world’s population goes to the polls in 2024. Governments and candidates have limited solutions to key financial issues for voters.
Source: Blackrock