{"id":35026,"date":"2024-01-03T15:49:58","date_gmt":"2024-01-03T22:49:58","guid":{"rendered":"https:\/\/www.itmtrading.com\/blog\/?p=35026"},"modified":"2024-01-03T15:49:58","modified_gmt":"2024-01-03T22:49:58","slug":"the-fed-risks-amplifying-the-drama-top-surprises-to-watch-for-in-2024","status":"publish","type":"post","link":"https:\/\/www.itmtrading.com\/blog\/the-fed-risks-amplifying-the-drama-top-surprises-to-watch-for-in-2024\/","title":{"rendered":"The Fed Risks Amplifying the Drama, Top Surprises to Watch For in 2024"},"content":{"rendered":"

The 2024 growth outlook leans towards the downside, as indicated by Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. In an interview with Daniela Cambone, he emphasizes the importance of distinguishing between cyclical and non-cyclical factors when assessing the current economic landscape. Achuthan notes that inflation is a cyclical factor, and as cyclical drivers move downward, any negative shock can have a significant impact.<\/p>\n

Achuthan also offers insights into the housing market, suggesting that it might not truly be a seller’s market in 2024. He advises potential buyers to approach purchases strategically, recommending they ‘have a couple of alternatives to play off against each other.’ Regarding the U.S. dollar, he expresses a lack of bullish sentiment in the short term, attributing it to the concerning fiscal deficit. Watch the video to delve deeper into Achuthan’s analysis and discover strategies for safeguarding your wealth in 2024.<\/p>\n

CHAPTERS: <\/strong><\/p>\n

00:00 Introduction
\n01:26 The Fed’s Actions and Soft Landing
\n04:28 Inflation and the Disconnect between Wall Street and Main Street
\n08:24 Inflation Cycles and the Risk of Higher Lows
\n12:34 Housing Market Outlook
\n16:23 Mortgage Rates and Home Prices
\n18:48 Treasuries and the 10-Year Treasury Yield
\n23:09 Global Tensions and Safe Havens
\n28:44 Words of Wisdom for Investors in 2024<\/p>\n

SOURCES:<\/strong><\/p>\n

https:\/\/www.linkedin.com\/in\/lakshmanachuthan\/<\/a><\/p>\n

https:\/\/twitter.com\/businesscycle<\/a><\/p>\n

https:\/\/www.amazon.com\/Beating-Business-Cycle-Predict-Turning\/dp\/0385509537<\/a><\/p>\n

https:\/\/www.cnbc.com\/2024\/01\/01\/stock-market-today-live-updates.html<\/a><\/p>\n

https:\/\/www.bloomberg.com\/view\/articles\/2019-02-19\/federal-reserve-s-first-do-no-harm-policy-is-harmful<\/a><\/p>\n

https:\/\/www.businesscycle.com\/<\/a><\/p>\n

https:\/\/www.forbes.com\/advisor\/mortgages\/real-estate\/will-housing-market-crash\/<\/a><\/p>\n

https:\/\/fred.stlouisfed.org\/graph\/?g=rocU#<\/a><\/p>\n

https:\/\/www.cnbc.com\/quotes\/.DXY<\/a><\/p>\n

https:\/\/fred.stlouisfed.org\/series\/MSACSR<\/a><\/p>\n

https:\/\/www.forbes.com\/sites\/bill_stone\/2022\/03\/27\/the-bond-vigilantes-ride-again\/?sh=23a9d38324ad<\/a><\/p>\n

https:\/\/www.google.com\/finance\/quote\/GCW00:COMEX?sa=X&sqi=2&ved=2ahUKEwjXy9nU6MGDAxUmO0QIHZCiCQQQ3ecFegQIFRAX&window=1Y<\/a><\/p>\n

https:\/\/twitter.com\/TrendSpider\/status\/1737095436983525673\/photo\/1<\/a><\/p>\n

https:\/\/www.cnbc.com\/2024\/01\/03\/israel-lebanon-killing-of-hamas-leader-stokes-fears-of-wider-conflict.html<\/a><\/p>\n

https:\/\/www.cnbc.com\/2024\/01\/03\/ukraine-war-live-updates-latest-news-on-russia-and-the-war-in-ukraine.html<\/a><\/p>\n

https:\/\/www.flickr.com\/photos\/jdlasica\/5817589382<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The 2024 growth outlook leans towards the downside, as indicated by Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. In […]<\/p>\n","protected":false},"author":23,"featured_media":35027,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2922],"tags":[53,59,83,84,89,114,301,852,1932,2249,2264,2714,2951,3048,3049,3050,3051,3052],"class_list":["post-35026","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-the-daniela-cambone-show","tag-federal-reserve","tag-gold-2","tag-inflation","tag-interest-rates","tag-itm-trading","tag-silver-2","tag-economy-2","tag-gdp","tag-coins","tag-monetary-policy","tag-housing-market","tag-consumer-prices","tag-daniela-cambone","tag-forecasting","tag-economic-cycles","tag-investor-implications","tag-global-tensions","tag-show"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/35026","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/comments?post=35026"}],"version-history":[{"count":1,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/35026\/revisions"}],"predecessor-version":[{"id":35028,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/35026\/revisions\/35028"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media\/35027"}],"wp:attachment":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media?parent=35026"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/categories?post=35026"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/tags?post=35026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}