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Macro & Markets: The time has come
We still think the Fed will join the rate cutting party next week with a 25bp initial move, and 25bp steps will likely be enough also going forward, as they are for the ECB. Markets are pricing in quicker and steeper cuts than our baselines suggest. “I believe we should be data dependent, but not overreact to any data point, including the latest data.” – Fed Governor Christopher J. Waller Many central banks have started their rate cutting cycles already earlier, but the most important of them all, the Fed, will join the rate cutting party next week. This has been so strongly illustrated in the recent comments ... (full story)
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From think.ing.com|Sep 13, 2024|1 commentIt has been an eventful summer with the combination of a Bank of Japan rate hike on 30 July, which caught many in the market off guard, and the Fed pivoting to put less emphasis ...
From channelnewsasia.com|Sep 13, 2024Sanae Takaichi, one of the leading contenders to replace Japanese Prime Minister Fumio Kishida, said on Friday that the Bank of Japan should hold off on further interest rate ...
From @financialjuice|Sep 13, 2024post: ECB’S MAKHLOUF: WE ARE NOT PRE-COMMITTING TO A PARTICULAR RATE PATH.
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From econoday.com|Sep 13, 2024Investors are split on this month’s BoE MPC announcement but the majority call is for no change. The August reduction in Bank Rate to 5.0 percent only got through by the tightest ...
From raymondjames.com|Sep 13, 2024The Federal Reserve (Fed), and markets, overreacted to the slightly higher inflation seen during the first quarter of the year. After that scare, the Fed went from expecting three ...
From zerohedge.com|Sep 13, 2024An event-full week (US CPI, US PPI, Presidential debate, ECB rate decision, and WSJ Fed whispers) left stocks, bonds, gold, crypto, and crude all higher in price, while the dollar ...
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- Posted: Sep 13, 2024 3:43pm
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 4,086
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