Corpay Cross-Border Solutions’ Post

Rising long-term interest rates and fewer planned Fed cuts in 2025 are shaking up the markets. What does this mean for your investments in the year ahead? Watch the latest Market Thoughts video from Commonwealth CIO, Brad McMillan.

US Equities Hold Steady as Markets Brace for Friday's PCE Report * US sells 7-year notes at 4.276% * US initial jobless claims holds steady * Atlanta Fed GDPNow down * Fed's Bowman: We're not at a point yet to consider a rate cut * Fed's Bostic: Sees a cut this year and 4 cuts in 2025 * Fed stress tests says banks reported higher losses than in 2023 tests * Gold surges on weak US Dollar ahead of PCE * WTI crude oil settles up * Silver bounces back above $29 * BOE says that UK households, businesses are coping with higher rates https://lnkd.in/dSEy4nK8

New Post: Round up of today’s market news - https://lnkd.in/dDqewyFh US Equity Markets Close Lower Amid Tech Sector Weakness and Rate Cut Concerns Economic Data next week includes CPI, PPI & UMich US August non-farm payrolls +142K Fed's Goolsbee: Critical challenge is not letting things turn into something worse Fed's Waller : Forecasts could be wrong, must be nimble as data comes in Gold Retreats from Near Record High Amid Fed Rate Cut Speculation Baker Hughes Rig Count Report House prices in the UK continue to nudge higher Chinese banks used swaps to build short positions in the dollar of around US$100 billion - Bloomberg report

Rising long-term interest rates and fewer planned Fed cuts in 2025 are shaking up the markets. What does this mean for your investments in the year ahead? Watch the latest Market Thoughts video from Commonwealth CIO, Brad McMillan: https://bit.ly/409afpE

Global share markets were under pressure on Friday as investors counted down to a U.S. jobs report later in the day that could exacerbate or ease the sell-off in the global bond market, while the dollar stood near two-year highs. https://lnkd.in/eiYC8E6s #news #business #global

Q3 saw steady growth in equities and bonds alike as the Federal Reserve cut interest rates. With international markets outpacing their domestic counterparts, Darin Richards provides an in-depth analysis of the road ahead. Click the link below to read the full market commentary.

For a second straight week, a large scale sector rotation trade played out in US #equity markets. Tech #stocks were weak, and previously unloved portions of the market found a bid, including cyclicals, real estate, and small caps. #Bond yields moved higher in the latter part of the week after a 2+ week rally that had seen them fall by ~25bp. Macro was a mixed bag. Import/export prices continue to signal that international trade is not a significant source of inflation at the moment (although we’re certainly keeping an eye on bulk shipping rates which have climbed a lot this year). Retail sales and housing activity (permits and starts) came in better than expected in June. On the flip side, jobless claims edged higher (as they’ve been doing recently), and of course the LEI fell once again and is now 14.8% off the peak from the end of 2021. Enjoy! https://lnkd.in/gsrgPwaw #investing #wealthmanagement #financialplanning #gooddecisions #albionfinancialgroup

📉 US Yields Retreat Ahead of Inauguration: Key Market Highlights ▪️ Treasury Yields Dip: Fell 3-5bps across the curve as markets unwound short positions. ▪️ USD Weakens: Declined broadly; USD index fell amid Treasury Secretary nominee Bessent's testimony. ▪️ Equities Slide: Nasdaq down 0.9%, reflecting market caution. ▪️ Canadian Dollar Slumps: USD/CAD surged from 1.4330 to 1.4390 on growing tariff concerns. ▪️ Narrow USD/CNH Range: Traded within 7.3430-7.3500 ahead of key Chinese data. ▪️ USD/JPY Extends Losses: Fell to 155.10; support at 154.61 may signal further downside. ▪️ Data Watch: UK retail sales, Chinese GDP, retail sales, and industrial production reports due today. 🔗 Source: https://lnkd.in/gcpCKh5N Sizer Metals Pte Ltd Sizer Metals Pvt. Ltd. #USYields #ForexMarket #USD #GlobalMarkets #MarketUpdate #EconomicUpdates #FinancialMarkets

📉 Federal Reserve Rate Cut Expected This Week 📉 Markets and economists are in strong agreement: The Federal Reserve is poised to cut interest rates by 0.25% at its policy meeting on Wednesday. But that's not all - here's what else to watch for: 🔹 Forward Guidance: Expect signals of fewer rate cuts in 2025 than previously forecasted. 🔹 Higher Terminal Rate: Officials are likely to adjust the "dot plots" upward, aligning closer to market expectations. 🔹 January Pause: Chair Jerome Powell is anticipated to hint at a pause in rate changes for January, though he won't completely close off options. With inflation remaining sticky above the 2% target, the Fed's decisions will be crucial for the economic outlook. Stay tuned for Powell's press conference for more insights! #FederalReserve #InterestRates #Economy #Inflation #MonetaryPolicy

Rising long-term interest rates and fewer planned Fed cuts in 2025 are shaking up the markets. What does this mean for your investments in the year ahead? Watch the latest Market Thoughts video from Commonwealth CIO, Brad McMillan: https://bit.ly/409afpE #marketoverview