US Fed. Cut as expected = 25bp. One dissent - Beth M. Hammack. Less cuts to come. Positive for US$ Vs EURO & Yen. “Wannabe” but “won’t be” macro forecasts - and fudging the equilibrium rates question. But this piece explains why US equilibrium Fed Fund Rates is 4%. US... Read More
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19 Dec 24
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
#Trade#Tariffs#Trump#Recession#Yen#Populism#ECB#Markets#Macro Uncertainty#Market Volatility#FOMC#US Federal Reserve
The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou... Read More
18 Dec 24
US Fed - less cuts to come - “wannabe” but “won’t be” macro forecasts - and fudging the equilibrium rates
US Fed. Cut as expected = 25bp. One dissent - Beth M. Hammack. Positive for US$ Vs EURO & Yen. Forecast for policy rates in 2025 up quite sharply from Sept forecast to 3.9% from 3.4% . That would indicate fewer cuts . The FOMC expects policy rate cuts to continue into... Read More
01 Feb 24
The Fed - A Trinity Of Thoughts
#US#China#Japan#Germany#FOMC#Strategy Archive#Dollar#Inflation#Interest Rates#Federal Reserve#Eurozone Economy#Equity Earnings
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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