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After a very long tightening cycle, the FOMC is poised to lower the fed funds rate this year. Nationwide's Chief Economist Kathy Bostjancic and Chief of Investment Research Mark Hackett share their outlook for when rates could go down and how this could impact investment strategies.[NFM-22911M8]

Where could investors move their money when rates go lower?

Congress struck a deal in March to avert a government shutdown. What did this agreement tell us about the current spending priorities of congress? And how could this impact the economy going forward? With the general election ahead, what are primary voters telling us so far? And how do the financial markets typically behave during elections? Ben Brewster, Nationwide's Vice President of Government Relations, and Oren Klachkin, Financial Market Economist, provide an update on recent political events and the potential economic impact. [NFM-22911AO]

Congress avoids a shutdown, but for how long?

Consumer inflation has been hotter than the Federal Reserve has hoped for - amid resilient spending by consumers and hiring by businesses. Much of the focus has been on the rising costs for services, but higher rents have played a large role, too. What’s driving these trends and what does this mean for potential Fed rate cuts this year? Nationwide's Senior Economist Ben Ayers and Financial Market Economist Oren Klachkin discuss inflation trends and provide their analysis of February's hotter-than-expected CPI report. [NFM-22911AO]

The Fed is still waiting for cooler inflation

With inflation still running hot and consumers still strong, the FOMC held the fed funds rate steady at their March meeting. They also released their new macro and interest rate forecasts. Nationwide’s Chief Economist Kathy Bostjancic and Nationwide’s head of fixed income Brad Beman analyze the FOMC’s announcement and provide their outlook for the economy and financial markets. [NFM-22911AO]

Fed funds rate cuts are still on course for this year

Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers discuss the state of the consumer and how strong spending could impact our recession outlook. What factors are strengthening the consumer? Are consumers overextending themselves? What is our outlook for consumer spending for the rest of 2024? [NFM - 22911AO]

Can anything slow down the consumer?

The latest edition of the quarterly NMI will launch April 10. Its author, Oren Klachkin, provides a sneak preview of the report and highlights key pages. 

To receive the quarterly NMI as soon as it launches, subscribe here: https://app.smartsheet.com/b/form/6038d7fb3c104d7fb6cdc4d2bebb10eb

Preview of the NMI Quarterly Report - Q2 2024

What’s driving the higher-than-expected inflation readings? Nationwide’s Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin provide their analysis of March's CPI data and their outlook on Fed policy. [NFM-22911AO]

Hot inflation could delay rate cuts

Nationwide’s Chief Economist Kathy Bostjancic and Portfolio Manager and Head of Emerging Markets Rebecca Wilder share their global economic outlook amid geopolitical tensions and a record level of elections around the world this year. [NFM-22911M9]

Global economic outlook amid heightened uncertainty

The U.S. economy lost a little momentum in the first quarter, but the underlying trends remain solid. Spending by consumers remains the most buoyant part of the growth story, fed by strong job gains and rising incomes. Nationwide's Senior Economist Ben Ayers and Economist Daniel Vielhaber discuss the Q1 GDP data and share their outlook for rest of 2024. [NFM-22911AO]

Consumers fuel growth in the first quarter

Nationwide’s Chief Economist Kathy Bostjancic and Financial Market Economist Oren Klachkin discuss the Fed's decision to keep rates steady in May. Policymakers are still keen to lower interest rates, but the timing and extent of policy easing are somewhat unclear as economic activity remains buoyant and inflation isn’t falling as fast as they hoped. When do we expect to see lower rates and how much easing could occur? [NFM-22911AO]

Can anything slow down the consumer?

Nationwide Economics

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