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Market Wraps
us fed
Latest news and analysis on us fed
Macro
August 01, 2024 08:12
The balanced Fed statement should fool no one - a September cut is likely
While the Federal Open Market Committee (FOMC) kept its benchmark policy rate unchanged yet again, and the tone of the statement and press conference was intended to...
Seema Shah
Principal Asset Management
August 01, 2024 08:12
Macro
July 15, 2024 07:29
Easing inflation: A clear path to a September cut
The June CPI reading significantly increases the likelihood of a Federal Reserve rate cut in September. This marks the second consecutive month of weaker-than-expected...
Seema Shah
Principal Asset Management
July 15, 2024 07:29
Macro
July 10, 2024 07:39
The stage is set for rate cuts
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...
Seema Shah
Principal Asset Management
July 10, 2024 07:39
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Macro
July 02, 2024 10:11
What to expect from the Fed this financial year
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...
Seema Shah
Principal Asset Management
July 02, 2024 10:11
Macro
April 14, 2023 09:40
Can equities have a soft landing while the economy goes into recession?
The Federal Reserve's own economists now believe a mild recession is inevitable stateside. Equity traders disagree.
Hans Lee
Livewire Markets
April 14, 2023 09:40
Macro
January 25, 2023 13:41
Worried about the mortgage cliff? This is what the Fed and RBA need to see before cutting rates
Rate cuts will come eventually, but central banks need to break some things first.
David Thornton
Livewire Markets
January 25, 2023 13:41
Macro
January 24, 2023 09:38
Think recession is a lock? Think again
There’s a strong view that a global recession is avoidable, from the likes of Goldman Sachs, economists, and maybe even the US Fed.
David Thornton
Livewire Markets
January 24, 2023 09:38
Macro
November 04, 2022 09:47
Wish-thinking a pivot into existence is the same tomfoolery that got us here
Finance headlines are like any other type of news headlines. Sometimes they're based in fact, other times rumour and innuendo, and at worst lies and mistruth. Yet...
David Thornton
Livewire Markets
November 04, 2022 09:47
Macro
May 05, 2022 08:47
"Hi, stagflation": How the professionals trade Federal Reserve rate hikes
The inspiration for the title of this wire is a Forbes article published earlier this week by Brian Domitrovic of The Laffer Center in Texas. In it, Brian declared...
GDX
Vaneck Gold Miners ETF
ASX:GDX
Followed by
75
people
GDX
Vaneck Gold Miners ETF
ASX:GDX
Followed by
75
people
Hans Lee
Livewire Markets
May 05, 2022 08:47
Macro
July 01, 2020 16:17
Mid-year – How will economic reality influence markets?
Halfway through a year that will get recorded in the history books as epic and ironically it feels like we have come to a fork in the road as governments, central...
Chris Manuell, CMT
Jamieson Coote Bonds
July 01, 2020 16:17
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