June 06, 2024

Can Softening Data Lead to a Tailwind of Growth?

27 minutes

As economic data continues to show softness, we predict what that means for rate cuts potentially coming this summer. We’ll look at oil prices and discuss why whether you’re making business or vacation plans, the stability of prices is so important across the economy. Plus, airline travel and car sales are back!

Key Takeaways

[00:18] - Is the economy telling us that rate cuts are coming?

[05:01] - The tailwinds from dropping oil prices

[11:26] - Do higher rates add to inflation?

[17:50] - Travel is back!

[22:58] - Cars are back, too?

View Transcript

Links

Rieder: Very positive data for the Fed’s mandate

Berger: "The Great Stay" continued in April

Grannis: Tight money hasn’t hurt corporate profits

Grannis: Charts with a message

Zaccardi: Corporate bankruptcies in the US are tapering off

Roche: Higher rates do not add to inflation

Memorial Day travel: flying like it’s going out of style

Auto sales in May highest since April 2023.

Connect with our hosts

Doug Stokes

Greg Stokes

Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

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