2024-04-05 08:25:00 ET
Summary
- By January 2025, the Federal Reserve is likely to be in an easing cycle, which may benefit the market regardless of who wins the election.
- A recent quote from Fed Chair Jerome Powell about the Fed, inflation, and confidence was music to my ears.
- I share which market chart I would give each presidential candidate to help them make their economic case to voters.
I’ve been reflecting a lot lately. I’ll chalk it up to the four-year anniversary of the COVID outbreak. It’s comforting for me to contemplate how far we’ve come in such a short time. A weight was lifted when I no longer had to make parenting and investment decisions in the throes of a pandemic....
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Above The Noise: Elections, Inflation, And The U.S. Banking System