19 Sep 2024
gold after Fed rate cuts
Source: Incremetum AG
19 Sep 2024
Here she is...
Source: Barchart
18 Sep 2024
FED cuts rates by 50bp to 4.75%-5% range
The Federal Reserve lowered its benchmark interest rate by a half percentage point Wednesday, in an aggressive start to a policy shift aimed at bolstering the US labor market.Committee sees another half-point of cuts in rest of 2024Policymakers penciled in an additional percentage point of cuts in 2025, according to their median forecast.
18 Sep 2024
Soft landing? Hard landing? Or no landing?
Atlanta Fed Q3 Real GDP growth Nowcast model just hit 3%...
16 Sep 2024
FED WILL CUT RATES ON WEDNESDAY FOR THE 1ST TIME IN 4.5 YEARS Stocks usually fall ~15% within 12 months following the 1st cut if there is a recession
If no recession, stocks rise by >10%. Key caveat is, that we will know if there was a recession a few months after the cut. Source: Global Markets Investor
16 Sep 2024
Market pricing now suggests a 50bps cut from the Fed is now base case (nearly 70% probability)
Source: Bloomberg, David Ingles
16 Sep 2024
This is a big week for central bank decisions! We've got the fed, PBoC, boe, boJ and many more!
Source: Bloomberg
13 Sep 2024
Should the FED cut rates next week, the easing cycle will start with an unemployment rate which is on the low side vs. history
Source: RBC, Bloomberg
