News & Insights
Welcome to the FIA News & Insights, a one-stop resource that includes insights from senior investment professionals on timely market events, their views on the economy and their respective markets. Find updates on the latest media information on Frost Investment Advisors, LLC and the most recent reprints, as well as, archival information for your reference.
Markets Question Fed Policy, Housing Imbalanced, Consumer Economy Plus CapEx
The Fed is signaling that it intends to start cutting interest rates this year, despite core inflation well above stated targets. Investors have driven two of the most popular inflation hedges, gold and bitcoin, to recent all-time highs. Also, central bank buying of gold surged in 2022 and 2023, tripling the tonnage of the prior two years. Bitcoin has more than doubled in price from early in 2023. As a sign of growth and acceptance, the total hash rate, a measure of computing power across the network, has also been on the rise over the last several years.
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