Inflation fading + Fed Easing - Reasons for optimism

Inflation fading + Fed Easing - Reasons for optimism
Inflation fading + Fed Easing - Reasons for optimism
Inflation fading + Fed Easing - Reasons for optimism

Attached below is our latest marketing deck and the message remains the same. Equities choppy until Election Day but conviction high we finish 2024 strong

Please CLICK HERE to access the presentation in PDF format.

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Key incoming data September:

  • 9/3 9:45 AM ET: Aug F S&P Global Manufacturing PMI Tame
  • 9/3 10:00 AM ET: Aug ISM Manufacturing PMI Tame
  • 9/4 8:30 AM ET: Jul Trade Balance Tame
  • 9/4 10:00 AM ET: Jul JOLTS Job Openings Tame
  • 9/4 10:00 AM ET: Jul F Durable Goods Orders Tame
  • 9/4 2:00 PM ET:  Fed Releases Beige Book Tame
  • 9/5 8:30 AM ET: 2Q F Non-Farm Productivity Tame
  • 9/5 8:30 AM ET: 2Q F Unit Labor Costs Tame
  • 9/5 9:45 AM ET: Aug F S&P Global Services PMI Tame
  • 9/5 10:00 AM ET: Aug ISM Services PMI Tame
  • 9/6 8:30 AM ET: Aug Non-Farm Payrolls Tame
  • 9/9 9:00 AM ET: Aug F Manheim Used vehicle index Mixed
  • 9/9 11:00 AM ET: Aug NY Fed 1yr Inf Exp Tame
  • 9/10 6:00 AM ET: Aug Small Business Optimism Survey Tame
  • 9/11 8:30 AM ET: Aug CPI
  • 9/12 8:30 AM ET: Aug PPI
  • 9/13 10:00 AM ET: Sep P U. Mich. Sentiment and Inflation Expectation
  • 9/16 8:30 AM ET: Sep Empire Manufacturing Survey
  • 9/17 8:30 AM ET: Aug Retail Sales Data
  • 9/17 9:00 AM ET: Sep M Manheim Used vehicle index
  • 9/17 10:00 AM ET: Sep NAHB Housing Market Index
  • 9/18 2:00 PM ET: Sep FOMC Decision
  • 9/18 4:00 PM ET: Jul Net TIC Flows
  • 9/19 8:30 AM ET: Sep Philly Fed Business Outlook
  • 9/19 10:00 AM ET: Aug Existing Home Sales
  • 9/23 8:30 AM ET: Aug Chicago Fed Nat Activity Index
  • 9/23 9:45 AM ET: Sep P S&P Global Manufacturing PMI
  • 9/23 9:45 AM ET: Sep P S&P Global Services PMI
  • 9/24 9:00 AM ET: Jul S&P CoreLogic CS home price
  • 9/24 10:00 AM ET: Sep Conference Board Consumer Confidence
  • 9/25 10:00 AM ET: Aug New Home Sales
  • 9/26 8:30 AM ET: 2Q T 2024 GDP
  • 9/26 10:00 AM ET: Aug P Durable Goods Orders
  • 9/27 8:30 AM ET: Aug PCE Deflator
  • 9/27 10:00 AM ET: Sep F U. Mich. Sentiment and Inflation Expectation
  • 9/30 10:30 AM ET: Sep Dallas Fed Manuf. Activity Survey

Economic Data Performance Tracker 2024:

Inflation fading + Fed Easing - Reasons for optimism
Source: Fundstrat, Bloomberg

Economic Data Performance Tracker 2023:

Inflation fading + Fed Easing - Reasons for optimism
Source: Fundstrat, Bloomberg

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