Pinned
Cetera Investment Management
@ceteraIM
Cetera Investment Management LLC, owned by @CeteraFinancial, provides market perspectives, portfolio guidance & other investment advice to its affiliated firms.
Markets are focused on Jackson Hole. In this week's #TheWeekAhead, CIO @GeneGoldman discusses what investors should watch from Fed Chair Kevin Warsh's keynote, the implications of higher Treasury yields, and what a divided economy means for Fed policy going forward.- Earnings growth has been robust through the first half of 2026, with large cap stocks posting the strongest EPS growth. @FactSet expects earnings growth to broaden, with mid and small cap indexes projected to lead in 2027.
- The Treasury Department plans to expand its bond buyback operations to $4 billion, citing liquidity support. Yields initially fell on the news before reverting. It's a notable move, but each operation is a modest 5% of monthly long-dated Treasury issuance.
- US government debt is now above $40 trillion, but household balance sheets are in far better shape. Consumers have steadily deleveraged since the Great Financial Crisis, with household debt-to-GDP falling from a peak of 98% in 2008 to just 66% today.
