The commentary from Pepsi to Kraft-Heinz to Kimberly-Clark has shifted over the past 12 months from one of pricing to one of volume, driven by increasing advertising and marketing spend.
Gold demand in India, the world's second-largest gold consumer, has experienced a broad-based drop due to high prices, with jewelers and consumers waiting for a price correction before adding to their stock or buying more jewelry.
The Federal Reserve will have to wait even longer for evidence confirming that gains in fighting price pressures are durable before it turns accommodative with this morning's data showing higher-than-anticipated inflation.
Fed officials' mixed comments on interest rates led to a volatile week for stocks, with all three major averages ending the day down over 1% for the first time in a month.
The money and bond markets may have gotten a little complacent on inflation trends after the 2023 experience. Indeed, the peak readings of 2022 for both headline and core inflation were put in the rearview mirror rather quickly, as price pressures cooled off on an almost monthly basis.
As the cybersecurity landscape continues to evolve, a growing threat from generative AI models is expected to emerge, posing new challenges for corporations and governments alike.
As we look back at the past year, it's clear that the Federal Reserve's response to the regional bank challenges has had a significant impact on the market. The Bank Term Funding Program, which injected over $300 billion in liquidity, supported a 19% surge in the S&P 500 through July.
Stocks experience a narrow gain, driven by mixed economic news and a rebound in durable goods orders.
The Fed's interest rate policy has been accused of not properly accounting for the amounts of fiscal stimulus that have been occurring in recent years, which could impact the current rally and future economic growth.
The Fed's decision to keep rates steady and signal three rate cuts this year boosted markets, with all three averages closing at record highs.
Investors in pharmaceutical companies need to navigate the nuances of the drug discovery process, including FDA designations, patent cliffs, and generic competition to make informed investment decisions.
The dot plot continues to show three rate cuts this year, the same as in December. However, only three cuts are now expected in 2025 (versus four previously) and the long-run neutral rate was nudged up by a tenth to 2.6%.