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
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
lagniappe.stokesfamilyoffice.com
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.
