The Monthly Review for October is now available. Hear more analysis from its contributors Ben Ayers, Oren Klachkin, and Daniel Vielhaber. 

Click here to view the Monthly Review:
https://cm-email-assets.s3.amazonaws.com/images/ContactMonkey-User-I7uWDFlGQ9lOmRjnBdsVshi4XED6MkZS5MksodukZ1ovf8FSqAgI18u55aYIpKnDmWCld6jKitIATavftoClmktnJlI35SXiabnvE55ypnltT1TWwN1EQOJsjz0L2ugu/NWEcon%20Monthly%20Review%20October%202024%20NFM-11356AO.3.pdf

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Monthly Review: Improved data calm growth concerns, October 2024

Kathy Bostjancic, Nationwide’s Chief Economist, and Kevin Jestice, President, Nationwide Funds, discuss the concerns many investors have ahead of the national election and how financial professionals can be a reliable source for consultative support during all turbulent times. 

Read more from Kevin Jestice about the role of financial advisors ahead of the election. https://www.nationwide.com/financial-professionals/blog/research-learning/articles/as-election-day-nears-help-clients-keep-perspective-on-the-long-term

White Paper | Investing in a highly politicized climate:
https://nationwidefinancial.com/media/pdf/MFM-3346AO.pdf?utm_source=NWNewsroom&utm_medium=Newsroom&utm_campaign=NWNewsroom&_ga=2.133445512.781363793.1729523757-1850101536.1675127438&_gl=1*r7vd5j*_gcl_au*OTgzODkyMzkwLjE3MjU5MDIxMDI.*_ga*MTg1MDEwMTUzNi4xNjc1MTI3NDM4*_ga_GLJSQEPWL4*MTcyOTcxMTk2MC41NjkuMS4xNzI5NzEyMDc1LjM1LjAuMA..

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Navigating market uncertainties during an election

Nationwide Senior Economist Ben Ayers and Economist Daniel Vielhaber analyze the Q3 GDP report and provide their outlook for interest rate cuts and continued economic growth for Q4 and into 2025. From the mailbag: How could the adoption of AI impact economic growth in the years ahead? [NFM-22911AO]

Q3 GDP: Sustained Growth or Emerging Weakness?

The Federal Reserve held their November meeting to announce a 25 basis point rate cut. Nationwide's Chief Economist Kathy Bostjancic shares her insights on what led to their decision to lower rates and if more cuts are on the way. [NFM-22911AO]

Fed cuts rates again — what's next?

Nationwide Senior Economist Ben Ayers shares his analysis of October's CPI report and how the uptick in inflation could impact our outlook for additional rate cuts. [NFM-22911AO]

October CPI: Could inflation's uptick delay Fed easing?

How may inflation impact holiday shopping this year. And how could this impact economic growth? Senior Economist Ben Ayers and Economist Daniel Vielhaber provide their outlook on consumer spending ahead of the holiday shopping season. [NFM-22911AO]

Holiday Shopping Outlook: How cheerful are consumers this year?

Nationwide’s Chief Economist Kathy Bostjancic and Portfolio Manager and Head of Emerging Markets Rebecca Wilder provide their outlook on China's struggling economy and how geopolitical tensions could impact oil prices and the U.S. economy. [NFM-23971M6]

China’s slowdown and other global risks

Job growth has struggled recently with weaker data and downward revisions in October. What's driving this downward trend? Senior Economist Ben Ayers and Economist Daniel Vielhaber provide their insights on recent trends in employment data. [NFM-22911AO]

How did employment trends shift in 2024?

Nationwide's Chief Economist Kathy Bostjancic and Senior Economist Ben Ayers provide their analysis of November's CPI report and how it could impact the FOMC's decision to cut interest rates. They also explore which economic segments have seen prices come down from their pandemic-related peaks. [NFM-22911AO]

Inflation's impact on interest rates and economic trends

Chief Economist Kathy Bostjancic and Financial Markets Economist Oren Klachkin discuss the FOMC's December rate cut and the possibility for further cuts in 2025. [NFM-22911AO]

View the Nationwide Market Insights report (Note: This report will be updated for Q1 2025 in early January.) https://www.nationwide.com/financial-professionals/topics/market-insights/


Fed sets the stage for a pause in early 2025

Economic Insights by Nationwide

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