Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too.
Bob Heykoop’s Choice: Barrons – Fed Cuts Depend on Inflation Even More Than Jobs Data, Here’s Why. And 5 Other Things to Know Before Markets Open
Keeping our ear to the ground on what matters most as the Fed March 20th date approaches. Here is a commonly held belief on jobs and inflation numbers as to when we may expect rate cuts…
Drew Barnes’ Choice: Lord Abbett – Rethinking Cash in the Fed’s New Rate Regime
For the first time in over a decade, 2023 finally presented investors with the opportunity to earn a decent yield on cash and cash alternatives. As we move through 2024, new opportunities may present themselves to further enhance these returns. Here is an interesting piece from Lord Abbett about the potential to boost returns on cash alternatives.
Pete Koury’s Choice: Dr. David Kelly – From Business Cycle to Stretched-Out Expansion
In this LinkedIn article, Dr. Kelly talks about the changes in todays society from the traditional business cycle to more of a stretched out expansion where inflation, corporate profits and the Fed play a greater role.
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