Things to Watch: Next 30 Days
Some potential events that we’re tracking closely which could have a market impact in the near future:
- FOMC October. This week brings the CPI (10/14) and PPI (10/15), which will provide new information to inform the FOMC decision in a few weeks. Based on the recent employment data, the odds of a rate increase in October have dropped significantly. However, it is conceivable that the Fed could stick to their hawkish guns and decide that this meeting is an opportunity to keep fighting (or that an uptick in inflation could make markets believe that’s possible) - in which case, the resulting raise would surprise markets and create an opening for Rapid Response communications.
- Midterms in focus. Polls and anecdotes are pushing a narrative that Democrats could take both chambers of Congress. While from a practical political perspective it’s unlikely that both will have much more of an impact than one, a surging narrative creates a situation where a stronger-than-expected Republican showing or even conflict over the results could generate market movement just by being a surprise – so it may be time to start gaming out alternatives and preparing Rapid Response communications accordingly.
- Iran October surprise. Last week saw reports of a potential renewed assault on Iran by the US before the midterm election. While so far the war has had a limited effect on markets, something that dramatically disrupts the status quo stalemate could cause a reaction and open the door to Rapid Response communications focused on ways to manage and mitigate ongoing geopolitical volatility.
- Ex-China open weight models. Both French AI company Mistral and US company Reflection released powerful open weight AI models last week. Any signs from upcoming earnings reports of more shifting from closed (OpenAI, Anthropic) to open models could reignite anxiety about the long-term viability of the closed business model – creating an opportunity to immediately highlight the value of diversifying portfolios away from overdependence on the AI trade.
EMI Rapid Response Calendar
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Rapid Response coaching and support from EMI
Interested in attending a half-day workshop to learn about a systematic, scalable approach to creating communications based on the calendar? Or would you prefer a full-service approach and have rapid response communications crafted for you? We can help.
Contact Anthony Nygren, EMI Executive Vice President (617-226-4304).
About Us
EMI has over 30 years of deep domain experience partnering with B2B and B2C clients in highly regulated markets. We bring the disciplined analysis, strategic thinking, and objectivity of a consulting firm together with the creativity, pragmatism, and executional capabilities of a brand-driven marketing agency.
The fact that we have clients who are leaders in their industries and have been with us for decades speaks for itself. We build marketing strategies and execute tactical plans designed to drive more leads, better conversions, and greater customer lifetime value. Our deep understanding of complex businesses and regulated industries allows us to move quickly with minimal handholding and onboarding to quickly deliver value for clients. We get in the trenches and understand each client’s internal structures and processes, their external challenges and opportunities, their objectives and goals. We are extra hands and minds for our clients. We assess any gaps and slot in as part of your team to ensure we connect all the dots, whether those gaps are in strategy, research, analysis, creative, technology, or project management.
About Anthony Nygren
Executive Vice President, Investments Practice
Anthony has 20+ years of experience in marketing strategy, execution, and competitor and market analysis. He is passionate about understanding customer motivation and behavior and finding ways to turn that understanding into more effective sales and marketing strategies. Anthony’s experience spans a broad spectrum of industries, turning data-driven market insights into initiatives that produce top- and bottom-line results.