Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter. https://t.co/hWY0vCEvdr ...

Inflation Trends - The inflation rate has remained above the 2% target for four and a half years, with recent data indicating a 3% inflation rate for services in the first half of the year and 3.5% in the last three months before a significant event [1][2] - Concerns have been raised about persistent inflation, which is not primarily driven by tariffs, indicating a potential long-term issue [2] Economic Outlook - The company believes that if the current uncertainties are resolved, interest rates could decrease significantly from their current levels, but caution is advised due to ongoing inflation above target levels [3] - There is a sentiment that waiting for more data before making decisions would be prudent, especially with the expectation of receiving substantial information in Q1 of 2026 [4][6] Labor Market Analysis - The labor market shows signs of stability, with low layoff rates and a rising job openings rate, which are characteristics of a strong job market rather than a recession [7][8] - Despite some cooling in the hiring rate, the overall job market indicators suggest that it is not in a state of decline, providing confidence in the economic outlook [7][8] Decision-Making Considerations - The company suggests that a more cautious approach to rate cuts is warranted until there is clear evidence that inflation is decreasing [9]

In addition, Cleveland Fed President Beth Hammack said, "I would prefer for the Fed to be on a slightly more restrictive stance to help continue to put pressure" on the inflation side of its mandate.Hawkish Fed comments on Friday pushed T-note yields higher and undercut stocks. The 10-year T-note yield rose about +3 bp after Chicago Fed President Austan Goolsbee, who voted against a Fed rate cut on Wednesday, said, "Given that inflation has been above our target for 4.5 years, further progress on it has bee ...

When asked about inflation and the future of interest rates, Charlie Munger was frank during the 2022 Daily Journal Corporation’s (NASDAQ:DJCO) annual meeting. As usual, the longtime business partner of Warren Buffett and vice chairman of Berkshire Hathaway (NYSE:BRK, BRK.B)) kept things honest, blunt, and rooted in history. Munger Warns Of Real Economic Risks When a mechanical engineer from Germany asked whether we could see a major rise in interest rates like we did between 1950 and 1980, Munger ackn ...

Large-cap tech growth strategies aren't the only way forward for navigating the U.S. equity market. The BNY Investments team recently published an insights post explaining why value equities might be worth a closer look right now. To start, the BNY Investments team noted that value companies tend to perform more resiliently during bouts of inflation than growth stocks, at least from a historical perspective. Given that inflationary pressures are unlikely to abate any time soon, this could continue to create ...

Market Performance - Major stock indices experienced a significant decline, with the Nasdaq dropping 398.69 points or 1.7 percent to 23,195.17 and the S&P 500 falling 73.59 points or 1.1 percent to 6,827.41 [1] - The Dow posted a more modest loss of 245.96 points or 0.5 percent to 48,458.05 after reaching a new record intraday high earlier in the session [2] - For the week, the Dow increased by 1.1 percent, while the S&P 500 decreased by 0.6 percent and the Nasdaq fell by 1.6 percent [2] Sector Performance - The tech sector was notably impacted, with Broadcom (AVGO) leading the decline, plunging more than 11 percent despite reporting better-than-expected fiscal fourth-quarter results [3] - Other tech stocks such as Micron Technology (MU), Oracle (ORCL), Advanced Micro Devices (AMD), and Nvidia (NVDA) also saw significant declines, indicating a continued rotation out of tech stocks [3] - The NYSE Arca Computer Hardware Index experienced a 5.2 percent drop, reflecting poor performance in computer hardware stocks [5] Economic Sentiment - Negative sentiment in the market was partly influenced by comments from Chicago Federal Reserve President Austan Goolsbee, who expressed concerns about prematurely cutting interest rates [4] - Goolsbee indicated that he preferred to wait for more data, particularly regarding inflation, before making further rate cuts [4] Other Markets - In overseas trading, stocks in the Asia-Pacific region saw notable gains, with Japan's Nikkei 225 Index rising by 1.4 percent and Hong Kong's Hang Seng Index increasing by 1.8 percent [6] - Conversely, major European markets experienced declines, with the French CAC 40 Index down by 0.2 percent, the German DAX Index down by 0.5 percent, and the U.K.'s FTSE 100 Index down by 0.6 percent [6] Bond Market - The bond market saw a pullback, with the yield on the benchmark ten-year note rising by 5.3 basis points to 4.194 percent [7]

Jeremy Seagull. He's also chief economist for Wisdom Tree. It's good to have you back.Of course, I'm wondering what you make of what's been happening in the market. You see it from Oracle, you see it from Broadcom, and frankly, you see it from a lot of other stocks. This AI trade, at least for the moment, seems a little out of favor.>> Yeah. And and you know, when you sell for 30 times earnings or 40 times earnings, nothing can go wrong. uh and when a few of the narratives wobble uh as they are uh that puts ...

Well, that's what we're getting. The explanations. It's become a tradition lately for Fed officials to explain as soon as the blackout lifts why they dissented and the blackout has lifted.So we got a few minutes ago Austan Goolsbee, comments from the Chicago Fed saying basically people are telling him inflation worries them more than jobs. Goolsbee said almost all business people and consumers that we have spoken to in the district lately identify prices as the main concern. I remain optimistic that interes ...

Well, that's what we're getting. The explanations. It's become a tradition lately for Fed officials to explain as soon as the blackout lifts why they dissented and the blackout has lifted.So we got a few minutes ago Austan Goolsbee, comments from the Chicago Fed saying basically people are telling him inflation worries them more than jobs. Goolsbee said almost all business people and consumers that we have spoken to in the district lately identify prices as the main concern. I remain optimistic that interes ...

Cleveland Fed President Beth Hammack said, "I would prefer for the Fed to be on a slightly more restrictive stance to help continue to put pressure" on the inflation side of its mandate.Kansas City Fed President Jeff Schmid said he dissented against the FOMC's decision to cut interest rates on Wednesday and prefers to keep policy "modestly restrictive" because inflation remains too high and the economy continues to show momentum.Chicago Fed President Austan Goolsbee, who voted against a Fed rate cut on Wedn ...