Visual Capitalist: What History Reveals About Interest Rate Cuts
What History Reveals About Interest Rate Cuts The Federal Reserve has overseen seven cycles of interest rate cuts, averaging 26 months and 6.35 percentage points (ppts) each. We’ve partnered with New York Life Investments to examine the impact of interest rate cut cycles on the economy and on the performance of financial assets in the […]
John Hancock: Weekly Market Recap Week Ended May 24
Earnings season recap With 96% of first-quarter earnings results in as of Friday, companies in the S&P 500 were recording an average earnings increase of 6.0% versus the same quarter a year earlier, according to FactSet. If that result ends up being the final number, it would mark the strongest growth rate since the first […]
Franklin Templeton: Powering AI’s Surging Demand
Preview Executive summary: Artificial intelligence (AI) computing and its significant energy demands have caused the power and utilities industry to reassess its own electricity demand projections and the resources required to fulfill future economic growth. The power and utilities industry has been achieving its own energy transition goals over the past decade primarily in […]
Visual Capitalist: Visualizing America’s Average Retirement Savings, By Age
Visualizing America’s Average Retirement Savings, by Age This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources. Painting a concerning picture, the median retirement savings for Americans stands at a mere $87,000, a figure far […]
John Hancock: Weekly Market Recap Week Ended May 17th
Shifting rate outlook The latest inflation data lifted investors’ expectations for interest-rate cuts later this year, and government bond yields fell sharply, with most of the week’s decline coming in response to Wednesday’s better-than-expected inflation report. The yield of the 10-year U.S. Treasury bond closed at 4.42% on Friday, down sharply from 4.69% at the […]
Franklin Templeton: The Big Picture 2Q24
Preview: 2Q24 highlights In the US, bond yields are likely to remain sensitive to whether growth and inflation are moderating. The expected Fed rate cuts later this year should help push market yields lower. In Europe, more pieces of the disinflationary jigsaw puzzle are falling into place, suggesting that the first rate cut will take […]
Visual Capitalist: The World’s Fastest Growing Emerging Markets
The World’s Fastest Growing Emerging Markets (2024-2029) Large emerging markets are forecast to play a greater role in powering global economic growth in the future, driven by demographic shifts and a growing consumer class. At the same time, many smaller nations are projected to see their economies grow at double the global average over […]
John Hancock: Weekly Market Recap Week Ended May 10th
Brighter earnings outlook As the current first-quarter earnings season nears an end, expectations for pending results from the second quarter have recently been rising. Over the course of April, analysts lifted their earnings-per-share estimates for second-quarter results by 0.7%, according to FactSet. It’s the first time in more than two years that estimates have […]
Hartford Funds: Why International Stocks May Finally Shine
Higher interest rates and inflation may favor international investing going forward. WHAT YOU NEED TO KNOW Low interest rates and low inflation favored growth stocks for much of the 2010s. This has helped the tech-heavy US market outperform for an unusually long time. International markets may […]
Visual Capitalist: Interest Rate Forecasts For Advanced Economies
Interest Rate Projections for Advanced Economies While U.S. inflation cooled in the second half of last year, price pressures returned in 2024, leading investors to rethink how soon central bankers will cut rates. Despite the recent increase, the interest rate forecast for many economies looks optimistic, thanks to subdued energy price shocks and abating […]