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“We've been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won't last long and markets will climb again soon.
“We've been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won't last long and markets will climb again soon.
“We've been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won't last long and markets will climb again soon.
“We've been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won't last long and markets will climb again soon.
The U.S. jobs market doesn't appear to be crumbling — but it's not getting any better, and probably won't anytime soon.
The U.S. jobs market doesn't appear to be crumbling — but it's not getting any better, and probably won't anytime soon.
The U.S. jobs market doesn't appear to be crumbling — but it's not getting any better, and probably won't anytime soon.
The U.S. jobs market doesn't appear to be crumbling — but it's not getting any better, and probably won't anytime soon.
The U.S. jobs market doesn't appear to be crumbling — but it's not getting any better, and probably won't anytime soon.
The U.S. jobs market doesn't appear to be crumbling — but it's not getting any better, and probably won't anytime soon.
The U.S. jobs market doesn't appear to be crumbling — but it's not getting any better, and probably won't anytime soon.
Inside the financial engineering of the AI build-out: Nvidia, Google and the rest of Big Tech are turning to Wall Street, vendor financing and private credit.
Inside the financial engineering of the AI build-out: Nvidia, Google and the rest of Big Tech are turning to Wall Street, vendor financing and private credit.
Inside the financial engineering of the AI build-out: Nvidia, Google and the rest of Big Tech are turning to Wall Street, vendor financing and private credit.
Inside the financial engineering of the AI build-out: Nvidia, Google and the rest of Big Tech are turning to Wall Street, vendor financing and private credit.
Inside the financial engineering of the AI build-out: Nvidia, Google and the rest of Big Tech are turning to Wall Street, vendor financing and private credit.
Inside the financial engineering of the AI build-out: Nvidia, Google and the rest of Big Tech are turning to Wall Street, vendor financing and private credit.
Inside the financial engineering of the AI build-out: Nvidia, Google and the rest of Big Tech are turning to Wall Street, vendor financing and private credit.
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways The Federal Reserve's October rate cut, to 3.75%–4%, signals a continued “risk management” approach, with December's policy path tilting toward another cut. Despite core CPI and PCE remaining above target, the Fed is more focused on the employment part of their dual mandate.
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways The Federal Reserve's October rate cut, to 3.75%–4%, signals a continued “risk management” approach, with December's policy path tilting toward another cut. Despite core CPI and PCE remaining above target, the Fed is more focused on the employment part of their dual mandate.