Can Softening Data Lead to a Tailwind of Growth?
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?
View Transcript
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.
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Doug Stokes Greg Stokes Stokes Family Office
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