Simon provides an outsourced Chief Investment Officer service to institutional investors. He has previously served as Chief Investment Officer at Moola and FutureAdvisor, both are consumer investment startups that were subsequently acquired by S&P 500 firms. He has published two
Recession Fears Spike After Trump’s Tariff Announcement
U.S. recession risks have risen sharply with the announcement of new tariffs. However, the Fed has not currently committed to further interest rate cuts.
Fed Not Seen Cutting Rates At May Meeting
Fixed income markets expect the Federal Open Market Committee to hold interest rates steady on May 7. The meeting could tee up a June cut, which markets view as likely.
Mortgage Rates Still Expected To Decline Slightly In 2025
Interest rate cuts could help move mortgage rates a little lower in 2025. according to most forecasts. However, mortgage costs may remain in a 6% to 7% band.
When To Expect The Fed Will Cut Interest Rates Again
Markets anticipate that the next interest rate cut will most likely come in June. However, economic uncertainty is elevated, leading to a range of potential outcomes.
2025 Recession Risk In Balance: Here Are The Latest Factors
Prediction markets imply a 40% chance of recession in 2025. Though the risk is elevated, a recession is not apparent in reported data yet.