1. The market experienced a volatile week, starting with an advance and ending with a selloff. Tariffs and inflation were key factors affecting market sentiment. 2. The S&P 500 and Nasdaq Composite both fell, with the S&P 500 down -1.5% and the Nasdaq down -2.6%. 3. The Fed's preferred inflation gauge, the core personal consumption expenditures price index, rose 0.4% M/M in February, higher than the consensus estimate.

1. The Fed faces challenges in 2025 due to Trump administration policies, rising inflation expectations, and shifting market rate cut predictions. 2. Market expectations for Fed rate cuts in 2025 have increased. 3. Economic uncertainty and surging inflation may hinder the Fed's ability to signal further rate cuts, potentially leaving projections unchanged.

1. Healthcare costs are projected to grow significantly in 2025; 2. The aging population and rising chronic illnesses are driving healthcare inflation; 3. Income investing provides consistent returns and flexibility in financial planning.

1. The S&P 500 ended the session fine despite a hot inflation report, with Treasury yields edging down. 2. Analysts discuss the developments in the Russia-Ukraine situation, including President Trump's proposal to take over Gaza and peace plan discussions. 3. Concerns grow in Europe about reconstruction in Ukraine and the need for troops or non-NATO peacekeeping forces.

1. Investors will focus on January's consumer price inflation, followed by wholesale inflation data and retail sales figures. 2. The earnings season continues with major consumer companies reporting, including McDonald's, Coca-Cola, and Unilever. 3. The first estimate for the fourth quarter GDP in the European Union is due out on Friday.

1. The Fed's dovish rate cuts have led to rising manufacturing and services prices, with inflation expected to increase further over the next six months; 2. January's data indicates accelerating inflation, complicating the Fed's 2% inflation target; 3. The market expects only one rate cut in 2025, and Powell should push back on early rate cuts.

1. The market has struggled over the last two weeks due to rising bond yields and fears of inflation and tariffs. 2. The CPI report showed a 0.4% increase, with core CPI at 0.2%. 3. The decline in wages impacts the growth rate of PCE.

1. The article discusses the potential inflationary impact of the incoming Trump presidency; 2. It analyzes specific policies that are considered inflationary and their potential effects; 3. The author suggests ways to incorporate these insights into a portfolio with stock picks.

1. Inflation remains a significant concern for 2025, with potential upside risks from tariffs and housing prices; 2. Improving labor market indicators suggest economic strength but complicate the Fed's rate-cutting plans; 3. Market expectations have shifted, pricing in fewer rate cuts in 2025 and potential rate increases, reflecting a resilient economy and sticky inflation; 4. Multiple contraction may finally hit the S&P 500, leading to a 25% decline.

1. The yield curve has shifted, indicating higher long-term rates and potential inflation despite the Fed's rate cut plans; 2. Bond markets are signaling potential future losses for midterm and long-term bonds, making fixed rate debt unattractive; 3. The sell-off affected short-term bonds worse than long-term bonds, solidifying the technical pattern and market expectations.

1. The Federal Reserve's rate cut will support markets but keep inflation above the 2% target; 2. The decision to cut rates is puzzling given persistent inflation above the 2% goal; 3. The Fed's board member warns of the risks of prolonged inflation.

1. Inflation poses a challenge to dividend investors; 2. Focus on companies with pricing power and low input costs; 3. Prioritize revenue growth and controlled operating expenses; 4. Business models like royalties, exchange operators, and streamers offer unique advantages during inflationary times.

1. The Nasdaq reached 20,000 points for the first time, driven by the November inflation report meeting expectations, which strengthened predictions of Fed rate cuts. 2. Major indices declined as investors assessed higher producer prices and unemployment claims, while tech stocks showed mixed performance. 3. China launched an antitrust probe into Nvidia following U.S. chip restrictions, causing share prices to fall 2% on Monday. 4. The November CPI rose 2.7% year-over-year, with core inflation remaining at 3.3%. 5. Crypto markets experienced significant momentum, with Bitcoin surpassing $100,000 again on Wednesday.

1. The S&P 500 snapped a three-week win streak due to market breadth concerns and inflation data. 2. The Federal Reserve is expected to cut rates by a quarter-point next week. 3. Technology stocks, particularly Broadcom, were a highlight despite the overall market decline.

1. The Fed shifts focus back to inflation this week with the release of the November consumer price index; 2. Economic expectations for a 0.3% rise in both headline and core CPI; 3. The article highlights upcoming earnings reports from major companies and financial conferences.

1. The U.S. equity markets logged their second straight weekly gain despite concerns about tariffs and inflation. 2. The President-elect announced plans for tariffs on goods from Mexico, Canada, and China. 3. The Fed's minutes indicated a possibility of pausing rate cuts if inflation remains high.

1. The macro environment in 2024 differs significantly from 2016, suggesting the effectiveness of the 2016 Trump playbook may be diminished. 2. Inflation is higher, debt and deficits are greater, and the global economy is on the brink of recession. 3. The S&P 500 is in a bubble, with the Shiller P/E ratio at a second-highest level ever.

➀ The phrase 'It's the economy, stupid' explains why Kamala Harris may have lost the election; ➁ 32% of voters in key states considered the economy the most important issue; ➁ 46% of voters felt their family was worse off than four years ago; ➂ Despite economic indicators being positive, 68% of voters thought the economy was not good or poor.

1. The U.S. Treasury market is losing customers due to its reliance on issuing more debt to pay existing debt, making it unsustainable. 2. Inflation erodes the purchasing power of U.S. Treasury bonds, causing investors to lose money in real terms. 3. Traditional buyers are decreasing their demand for U.S. Treasury bonds, while alternative assets like gold are gaining popularity as a hedge.

1. Wall Street is set for a busy week with key economic data on growth, inflation, and the labor market. 2. Earnings season accelerates with major companies reporting results. 3. The Federal Open Market Committee is expected to cut interest rates in November.