Soft Landing in Sight? CPI, Fed Policy & Trade Updates скачать в хорошем качестве

Soft Landing in Sight? CPI, Fed Policy & Trade Updates

https://www.bluechippartners.com Inflation appears to cool, markets hit new highs, and the Fed faces tough choices with limited data. In this episode of Blue Chip NOW!, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Daniel Seder, CFA, CMT, CFP® break down the latest CPI report, energy and commodity trends, Fed policy outlook, and U.S.–China trade updates — plus what it could mean for your portfolio. In this episode: • Why the latest inflation data could support Fed rate cuts • What’s behind shifts in oil, gold, and commodity prices • How the Fed is “flying blind” amid limited economic data • The real impact of U.S.–China trade optimism • Whether market highs mean it’s time to worry about valuations 💡 Stay informed. Stay confident. Listen to the full discussion now. “Inflation not only is something that consumers feel and react to, but it’s also a driver of monetary policy.” – Matthew Mondoux Disclaimer: Expressions of opinion are subject to change without notice. Any information provided is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy, hold or sell any security. The information provided, whether charts, articles, or any other statements regarding market or other financial information, has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information provided does not constitute tax, legal, accounting, or other professional advice and is without warranty as to the accuracy or completeness of the information. There are limitations associated with the use of any method of securities analysis. Indices are included for informational purposes only; investors cannot invest directly in any index. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Past performance does not guarantee future results. Dividends are not guaranteed and must be approved by the company’s board of directors. Investing involves risk and you may incur a profit or loss regardless of strategy selected. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Links: Daniel Dusina: https://www.bluechippartners.com/abou... Matt Mondoux: https://www.bluechippartners.com/abou... Dan Seder: https://www.bluechippartners.com/abou... Schedule an Intro Call: https://www.bluechippartners.com/sche... Disclosure Information: https://www.bluechippartners.com/disc... Podcast: https://www.bluechippartners.com/blue... Blog: https://www.bluechippartners.com/blog/ In the News: https://www.bluechippartners.com/in-t... Financial Services: Investment Management: https://www.bluechippartners.com/fina... Executive Compensation: https://www.bluechippartners.com/fina... Retirement Planning: https://www.bluechippartners.com/fina... Tax Planning: https://www.bluechippartners.com/fina... Estate Planning: https://www.bluechipestateplanning.com Career Opportunities: https://www.bluechippartners.com/abou... Timestamps: 00:00 – Introduction 00:55 – Inflation Update: September CPI slightly below forecast 03:48 – Commodities & Energy: oil oversupply, gold strength, and inflation hedges 06:32 – Federal Reserve & Policy Uncertainty: shutdown effects, missing data, and rate 09:28 – Trade Relations: U.S.–China optimism and “framework for a framework” deal 12:43 – Market Impact & Valuations: earnings strength and momentum trends 15:23 – Episode recap and closing thoughts