Federal Reserve

On the next Signal or Noise, we discuss what the Fed's first rate cut in four years means for Australian investors.

The Fed’s aggressive 50 basis point rate cut, while unconventional, reflects a proactive approach to stave off any potential economic weakness. Despite associations of...

The Fed hopes it can achieve a soft landing, lowering the policy rate to around 3%, broadly matching its estimate of the neutral rate.

The 50-basis point cut was a last-minute surprise that left markets scratching their heads about how to react.

Rate cuts are coming. The Fed needs to get ahead of the curve but the economy is slowing rapidly. That leaves risks elevated for investors.

Soft landings are exceedingly rare in the US and the 1990s episode marks the only example of a successful soft landing.

Improving inflation is consistent with the Fed cutting rates next month, while a hawkish-sounding RBA plans to keep rates on hold.

Despite looking at virtually the same sets of figures, economists often have different opinions about the outlook.

Weaker demand for labour explains higher unemployment in most countries, but Australia's jobless rate has edged up on increased supply.

The US unemployment rate has edged above most estimates of the NAIRU for the first time since 2021, supporting a Fed rate cut next month.