Market Trends: January 2025 [vc_video link='https://www.youtube.com/watch?v=VzrFgPQOZYU&t=1s'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset class performance Steadier bond yields helped produce better returns for growth assets in January after a steep rise in yields saw weaker growth asset performance in December. December’s yield increases, in turn, reflected confirmation...
[vc_video link='https://www.youtube.com/watch?v=T-Nj6h5EbvI'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] 2025 Q1 Market Update Priced to Perfection - January 2025 “Although expectations of the future are supposed to be the driving force in the capital markets, those expectations are almost totally dominated by memories of the past. Ideas, once accepted,...
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...
Time Has Come Global markets The global equity rebound continued last week, buoyed by confirmation of a US rate cut next month by Fed chair Jerome Powell. Markets waited all week for Powell’s speech at the Jackson Hole central bank talkfest, and were not disappointed. Powell declared “the time has...