The Fed's expected rate cut next year has drastically shrunk, and Powell may temporarily choose to "settle things peacefully"!
The market has spent two months reducing bets on the Federal Reserve's interest rate cuts next year, and the short-term adjustment may have been completed. Powell's dovish remarks could boost bonds and weigh down the dollar.
The trend of the dollar remains stable before the release of key data and Powell's speech.
Gelonghui December 4th | The dollar remains stable as investors await key data from the USA and a speech from US Federal Reserve Chairman Powell.
Express News | Analyst: The Fed may pause policy adjustments and is expected to cut interest rates three times next year.
Fed's Rates Dilemma in 2025
The debt ceiling predicament is blocking the way; will the Federal Reserve soon stop the balance sheet reduction?
The usa debt ceiling will complicate the Federal Reserve's balance sheet reduction process.
Fed's Powell Is Speaking Today in Last Chance to Signal Next Move on Rates -- Barrons.com
Merrill Lynch: Non-farm data may boost the "usa exceptionalism" trade! Are us stocks ready to surge?
Bank of America Merrill Lynch analyst advises investors to proceed with caution, maintain a reserved attitude towards non-farm data, and believe more in the first and second revisions after collecting more data.
KGI's Zhu Yanmin: The slowdown in the usa economy may be more significant than expected, and Trump's policies are detrimental to overall inflation.
Juh Yanmien, chairman of KGI Investment Advisory, pointed out that among mature markets, the slowdown in the usa economy may be more pronounced than the market has anticipated. The recovery in the eurozone and united kingdom is weaker than expected, although growth trends have somewhat improved. It is expected that next year within the region will not perform as well as the usa, but the gap between europe and the usa is narrowing. Juh Yanmien mentioned that the four main policies of the usa's elected president Trump include tax cuts, increased tariffs, immigration restrictions, and easing financial regulations, with an uncertain order of implementation that is disadvantageous to overall inflation. He predicts that the start of immigration restrictions and increased tariffs will occur earliest, with the first half of the year being mainly influenced by policy announcements that heighten volatility, while periods of higher risk for the usa will occur later in the second half of the year, with policy changes det
"Magical" Wednesday! There are major highlights in Asia, Europe, and America, as the market awaits Powell's speech before the period of silence.
At 2:45 AM Peking time on Thursday, Federal Reserve Chairman Powell will deliver his last speech before the blackout period ahead of the Fed's December meeting.
Strategist: The number of bankruptcy cases in the usa has surged, and it may currently be in the most severe stage of recession.
Danielle DiMartino Booth, CEO and Chief Strategy Officer of QI Research, stated that the usa may currently be in the most severe stage of an economic recession. DiMartino Booth noted that the recent surge in bankruptcy cases in the usa is similar to the situation during the global financial crisis. She pointed out, "We have already seen 19 companies with liabilities exceeding 50 million dollars go bankrupt, and the post-pandemic peak is 23. The current interest rates have brought us back to the level of the financial crisis. We are also seeing small-scale bankruptcies, which are penetrating into personal bankruptcies, because the usa
Federal Reserve officials are taking turns "playing Tai Chi," is a rate cut in December in doubt?
More data is needed.
Is the prospect of a rate cut in December becoming more uncertain? Federal Reserve officials are taking turns practicing Tai Chi: more data is needed!
1. Federal Reserve officials hinted at supporting future interest rate cuts but did not clearly state whether action would be taken at the December meeting, emphasizing the need to make decisions based on economic data. 2. Federal Reserve Chairman Powell is scheduled to give a speech on Wednesday, which is expected to be his last public address before the December meeting.
Is a rate cut a bit uncertain? Federal Reserve officials have started to avoid discussing guidance for December.
Except for Waller, most Federal Reserve officials who spoke this week were cautious about December actions...
Will there be a rate cut in December? The Federal Reserve's voting members this year have been "playing Tai Chi": regardless of whether they lower rates or not, interest rates should continue to decline.
This year, as with other Federal Reserve officials who spoke on Monday, Fed Chair Daly expected future rate cuts to continue, but did not commit to taking further action this month, stating that inflation continues to trend down towards the 2% target, and even with another rate cut, monetary policy would remain restrictive.
U.S. stock market close | The Nasdaq and S&P hit new highs! Apple has risen for seven consecutive days, reaching a historic high, while palantir soared nearly 7% to refresh its historical high.
Citigroup strategists point out that as the s&p 500 index repeatedly hits new highs, bearish investors are surrendering. Investors are overwhelmingly long in s&p 500 index futures positions, with a decrease in bearish sentiment.
Several Federal Reserve officials signal that the expectation of a rate cut in December is increasing.
Several Federal Reserve officials have spoken, expressing support for further interest rate cuts as early as this month.
Express News | The probability of the Federal Reserve cutting interest rates by 25 basis points in December is 70.3%.
Inflation Worries Keep Fed Officials Cautious Ahead of December Meeting
Strong Jobs Report Won't Derail Dec. Rate Cut, but Upside Inflation Might: BofA
Forex Today: Extra US Labour Data and Powell to Drive the Mood