What’s Traction Reading? March 2024

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.

*Certain information contained herein has been obtained from third party sources and such information has not been independently verified by TFP. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by TFP or any other person. While such sources are believed to be reliable, TFP does not assume any responsibility for the accuracy or completeness of such information. TFP does not undertake any obligation to update the information contained herein as of any future date.

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