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
What To Expect From June’s CPI Inflation Report
June inflation is expected to be mild, when reported in mid-July. Perhaps offering support for an interest rate cut in the coming months. Tariffs remain less predictable.
Labor Market Risks Might Prompt The Fed To Cut Interest Rates Faster
FOMC officials and markets expect a few cuts later in 2025. There's an outside risk that labor market deterioration calls for larger cuts.
Prices Trending Up Modestly After Tariffs, Study Shows
For now, the impact of tariffs on consumer prices appears been muted, but that may change in the second half of 2025.
What Markets Expect On Interest Rates For The Remainder Of 2025
Fixed income markets see the Fed cutting rates perhaps by September. However, incoming economic data will be closely watched for tariff impact.
As Fed Enters Blackout Period, June Meeting Expected To Hold Rates Steady
Statements by FOMC officials and the implied projections of fixed income markets suggests interest rates won't be cut in June. Policymakers await further data on tariffs.