Seema Shah

Despite economic uncertainty, markets rallied in the first half of 2024, driven by expected Fed rate cuts and surging AI stocks. The second half of the year is likely...

Today’s jobs report is broadly consistent with the soft landing narrative. Monthly payrolls growth weakened slightly in June, and there were downward revisions to...

Despite reduced Fed rate cut expectations for this year, the outlook for risk assets remains positive. The same economic strength that is delaying rate cuts should...

Recent election surprises in Mexico, India, and the European Union have underscored the volatility that can arise from unforeseen political outcomes. These events...

Recent focus has centered on the Federal Open Market Committee’s dot plot, which now suggests just one rate cut in 2024. However, a closer examination reveals the...

The Federal Open Market Committee (FOMC) kept the benchmark policy rate at 5.25%-5.50% today for the seventh consecutive meeting. More significantly, the latest dot...

Payroll gains were hotter than expected in May, slamming the door shut on any hopes of a July policy rate cut. The latest jobs report showed that 272,000 non-farm...