rate cuts

A new rate-cutting cycle is good news for equities, but investors shouldn't get complacent, says global market strategist Kerry Craig.

As widely expected, at its September meeting the Federal Open Market Committee (FOMC) decided to lower its benchmark policy rate by 25 basis points to 4.00%-4.25%....

The equity market is more excited about lower short-term rates and bond yields than a weakening jobs market.

With the latest CPI read coming in softer than expected, the argument for a July rate cut heats up.

May jobs data reveals hidden strength: more hours worked, more pressure on the RBA. We’re positioned for yield curve flattening.

Plus, analysts outline the asset classes that have typically outperformed and underperformed in a fresh easing cycle.

The path to lower interest rates is clear - at least in market pricing terms.

Key interest rate futures now imply the RBA will cut rates four times in the next year, but these brokers think that’s just plain wrong.

There’s definitely a shift in interest rate expectations post April CPI, but a hike remains a low probability vs cuts are now very distant!

The billionaire investor has reduced his holding in the chipmaker, arguing that AI is now "overhyped".

CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential rates cuts around the globe.

Inflation is heating up as economic growth is slowing. Should central banks hike rates to fight inflation or cut them to help the economy?

Federal Reserve Chairman Jerome Powell has become more hawkish on interest rates and this could have dire consequences for the stock market.

In a confusing and divided economic cycle, we hope this matrix will help make your investing journey easier!

In this article we look at some possible kind surprises for 2024.

We discusses why it’s important to construct portfolios that can deliver resilient income amid falling rates.

It's not always the sexiest subject, but this year, it could determine which assets rule the roost.