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The End of Higher Rates - For Now

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Manage episode 389478400 series 2422509
Indhold leveret af John Norris. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af John Norris eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week, central banks across the world essentially said their collective fight against inflation was over. In the United States, the Fed’s own data suggested it would start cutting the overnight rate roughly 3 times in 2024. Couple that with Fed Chairman Powell’s dovish comments about inflation, and investors took it as the end of this tightening cycle. However, this begs the questions: 1) is inflation really dead, and; 2) did the Fed do the right thing?

In this week’s Trading Perspectives, Sam and John talk about the Federal Reserve’s non-action this past week and what it means for the economy and the markets heading into the new year.

  continue reading

133 episoder

Artwork
iconDel
 
Manage episode 389478400 series 2422509
Indhold leveret af John Norris. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af John Norris eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week, central banks across the world essentially said their collective fight against inflation was over. In the United States, the Fed’s own data suggested it would start cutting the overnight rate roughly 3 times in 2024. Couple that with Fed Chairman Powell’s dovish comments about inflation, and investors took it as the end of this tightening cycle. However, this begs the questions: 1) is inflation really dead, and; 2) did the Fed do the right thing?

In this week’s Trading Perspectives, Sam and John talk about the Federal Reserve’s non-action this past week and what it means for the economy and the markets heading into the new year.

  continue reading

133 episoder

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