Market Trends: Insights on Inflation, Interest Rates, and Sector Shifts Economy & Central Bank Outlook The major monetary highlight during the past month was the larger than expected 0.5% US Fed rate cut, taking the Fed funds rate to a 4.75-5% range. Markets are anticipating 1.75%...
Market Trends Economy & Central Bank Outlook Continued benign US inflation reports and growing expectations that the US Federal Reserve would cut interest rates at the September policy meeting led markets to price in deeper rate cuts in both Australia and the US over August. Fed...
Market Trends: Rate cut expectations scaled back [vc_video link='https://www.youtube.com/watch?v=IhvHI8sKO_0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Both equity and bond markets weakened in April due to a significant rebound in bond yields. Bond yields rose as sticky inflation and resilient economic growth caused markets to further scale back...
Falling inflation feels pretty good so far Inflation across the major global economies has come down a long way over the last year. In the US, it reached a peak of 9.1 per cent in June 2022 before falling back to 3.7 per cent in August...