U.S. Likely to Avoid Recession Over the Next Year - SA Sentiment Survey
Fed's First Rate Cut Will Most Likely Come in September - SA Sentiment Survey
Wells Fargo Calls for an Oversold Bounce Rather Than a Market Rotation
How do high officials of the Federal Reserve view the significant cooling of inflation in the USA?
Two senior officials from the Federal Reserve spoke on Thursday, stating that inflation is making progress. The president of the St. Louis Reserve stated that the current policy interest rate is appropriate at this stage. The president of the San Francisco Reserve stated that given recent employment and inflation data, the Federal Reserve may need to make interest rate adjustments, but did not provide a specific schedule for rate cuts.
"Xinmei Federal Reserve News Agency" evaluates CPI in June: Mild inflation opens the door for a rate cut in September.
According to Timiraos' article, after the release of CPI, investors have increased the possibility of rate cuts in September, November, and December this year. A major question at this month's Fed meeting is how much basis Fed officials have laid for a rate cut in September. This year's FOMC voter, President of the San Francisco Fed, Daly, expects that it may be reasonable to cut interest rates soon after the announcement of the CPI, but also said that more information needs to be collected.
No longer a case of "The Boy Who Cried Wolf"? The New York Federal Reserve comments that this time, "Powell Pivot" will be more sustainable than at the end of last year.
Nowadays, the threshold for Fed rate cuts is lower than in previous months and the situation has changed. Powell believes that inflation is returning to normal and the labor market is clearly weakening, further weakness is unnecessary and unwanted.
AllianceBernstin Looks to Q3 and Highlights Global Growth, Inflation, Rates, and Yields
BMO Capital Markets Spotlights Five Things Investors Should Consider as 2H Kicks off
Yellen and Powell agree: the US labor market is weakening the push for inflation, and inflation pressures may continue to ease.
The current labor market is no longer the primary factor driving inflation in the US economy, as it was in the early stages of the pandemic recovery.
State Street Outlined Three Reasons Why Markets May Continue to Trend Higher
BMO Says S&P 500 Bull Case of 6,000 Appears Feasible With Backdrop Supportive for Stocks
BMO Capital Markets said its 5,600 year-end call for the S&P 500 (SP500)(SPY)(IVV) may end up being conservative as momentum continues to run strongly in the market.
The Warren Buffett Indicator or Market Cap to GDP Ratio Hit Its Highest Point in History
Goldman Sachs' Tactical Specialist Scott Rubner Says He's on 'Correction Watch' for Stocks
From "to cut or not to cut interest rates" to "who will be elected", predicting this business has become popular!
From new movie reviews to key economic data, from Federal Reserve rate cuts to US elections... Predicting markets is quietly rising.
Further Rise in Jobless Rate May Prompt BNP Paribas to Call for Two Rate Cuts in 2024
The US Federal Reserve has been slow to cut interest rates, and the size of the US money market has surpassed 6.15 trillion US dollars, reaching a new high.
In the week ending on the 2nd, there was a inflow of approximately $51.2 billion into the US fund market, the largest inflow in three months. Some analysts pointed out that as long as the Federal Reserve continues to hold steady, funds will continue to flow into currency funds.
The US election has stirred up the market! The speculation around Biden's withdrawal continues to ferment, and Wall Street turns to 'Trump's trade'.
Traders are adjusting their positions.
Is the US labor market showing signs of losing momentum? Investors are closely watching two key reports this week.
The hot labor market has always been a key obstacle preventing the Fed from cutting interest rates.
Oppenheimer Asset Management Is Bullish on Equities as H2 Kicks off
'Buybacks Drive Performance' Are Among Market Myths BofA Strategists Are Aiming to Bust