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June 30, 2024
There is no getting around their influence. Our expert is here to get us started with a snapshot. You mentioned the fed and rates. This is a big deal, it has had a big effect on etf flows. We have seen what has gone on the bottom side of things, but we have seen other etf flows. In particular sectors. You would think tech would be number one, that it is real estate. The yield is 5 , 6 , so the thirst for yield has pushed money into interesting places. Our etfs taking over the world . Sectors, it...
June 30, 2024
Overheating economy or a tight labor market. Wage increases are modest. We dont see wages signaling tightness. It has been below the 2 objective the last 25 years. Is a transitory or are there more fundamental things that work . I think were watching carefully to see. We think it is important to gradually move our policy rate to a neutral level. The economy is strong, unemployment is low, growth is strong, it appears to have picked up. It is time to be normalizing Interest Rates. Jonathan joinin...
June 30, 2024
There is no sense of an overheating economy or a tight labor market. Wage increases are modest. We dont see wages signaling tightness. It has been below the 2 objective the last 25 years. Is a transitory or are there more fundamental things that work . I think were watching carefully to see. We think it is important to gradually move our policy rate to a neutral level. The economy is strong, unemployment is low, growth is strong, it appears to have picked up. You it is time to be normalizing Int...
June 30, 2024
Economy is not significant, we overheated. There is no sense and in overheated economy or a tight labor market. Wage increases are modest. We dont see wages having tightness. Been below the 2 objective for most of the past five years. Is a transitory or are there more fundamental things at work . I think we are all watching carefully to see. We think it is important to gradually move our policy rate towards a neutral level. The economy are strong, unemployment is low, growth appears to have pick...
June 30, 2024
The new boss sounds like the old one. The labor market and economy are not significantly overheated. There is no sense of an overheating economy or a tight labor market. Wage increases are modest. We dont see wages signaling tightness. It has been below the 2 objective the last 25 years. Is a transitory or are there more fundamental things that work . I think were watching carefully to see. We think it is important to gradually move our policy rate to a neutral level. The economy is strong, unem...
June 30, 2024
Overheated. No sense of it overheated economy or a tight labor market. Wage increases are modest. We dont see wages having tightness. Inflation has been below the 2 objective for most of the past five years. Is it transitory or are there more fundamental things at work . We are watching carefully to see. We think it is important to gradually move our policy rate towards a neutral level. The economy are strong, unemployment is low, growth appears to have picked up. It is time for us to be normali...