The Fed Is Watching the Labor Market. These 6 Charts Are Key

Barron's44minutes ago

U.S. Slowdown Looms; Political and Geopolitical Risks Rise

WSJ02:27 ET

The demand continues to decline, and the prosperity of the US manufacturing industry is fading.

Producers of durable goods such as automobiles, agricultural machinery, and washing machines all anticipate a challenging business environment for the remaining time this year as consumer demand in the USA slows down, and have begun to lay off employees and reduce production.

wallstreetcn23:05 ET

Expectations of a Fed interest rate cut are getting stronger! US bonds continue to strengthen and are set to experience the longest consecutive monthly increase in three years.

US bond indicators will rise for the third consecutive month in July, the longest consecutive rise since 2021. Market pricing shows that investors are ready for a Fed rate cut in September, and the question now is whether there will be more cuts. Blackrock predicts that there may be three rate cuts this year.

wallstreetcn19:25 ET

As the interest rate cut approaches, the US has a reserve of 6 trillion dollars in ammunition, but the biggest beneficiary may not be the US stock market.

The loose interest rate cycle in the United States is about to begin, and some investors believe that it will cause funds to flow from money market funds (MMFs) to US stocks, providing support for stock market growth. However, UBS Group pointed out that historical data shows that this may not be the case.

wallstreetcn19:03 ET

Indexes Flat to Start a Magnificent Earnings Week | Wall Street Today

Moomoo Recap US16:29 ET