Partner Insight: Even as central banks start to cut rates, they are likely to remain higher for longer. However, as this exclusive Spotlight, delivered in partnership with Wellington Management, explores, this isn’t necessarily a negative for bond investors. #BondMarket #Bonds https://incm.pub/47QHstr https://incm.pub/4eLf4vm
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We believe the rationale for risk-on, procyclical positioning can be distilled simply: Economic conditions are solid, and yet global central banks are still embarking on a synchronized easing cycle. We see this as a uniquely positive backdrop for risk. It is not often that central banks lower policy rates for good reasons (decelerating inflation) rather than bad ones (downturns in growth or unexpected negative shocks). Read our latest Macro Monthly for more insight. https://bit.ly/3vP4v9A #macro #multiasset #monetarypolicy
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With 15 central bank meetings last week and multiple banks announcing cuts, interest rate cuts have been top of mind for investors. But what happens after the first rate cuts? ➡️ Our research team takes a closer look: https://ow.ly/Fj2050R2Vac #MarketOutlook
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The #FederalReserve’s Jackson Hole forum starts tomorrow, with expectations they will prepare #markets for easier interest rates to come, in the wake of softer data and significant #marketvolatility. MARVIN LOH joins #STTStreetSignals with his thoughts on what message to expect, what actions the #Fed and other central banks will ultimately take and when they might take them. https://lnkd.in/eRKkKSdP
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We had great questions at our Quarterly Global Macro Update Webinar yesterday. I'll be sharing a few charts from the deck over the coming days. We forecast the Fed to bring interest rates down to 4.2% this year and to 3.00% by mid-2025. This will allow other central banks to ease policy as well, while also putting some downside pressure on the USD. https://ow.ly/hLXX50Tv4Fr #BMI, #Fed
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The #FederalReserve’s Jackson Hole forum starts tomorrow, with expectations they will prepare #markets for easier interest rates to come, in the wake of softer data and significant #marketvolatility. Marvin Loh joins #STTStreetSignals with his thoughts on what message to expect, what actions the #Fed and other central banks will ultimately take and when they might take them. http://ms.spr.ly/6041lIhoR
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"We think the strong buying momentum will continue amid de-dollarization efforts and expect central banks to buy another 900mt of #gold or more in 2025" UBS strategists led by Mark Haefele wrote in the note. Click to access. 👉 https://lnkd.in/gbWkfVW2 #preciousmetals
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The #FederalReserve’s Jackson Hole forum starts tomorrow, with expectations they will prepare #markets for easier interest rates to come, in the wake of softer data and significant #marketvolatility. MARVIN LOH joins #STTStreetSignals with his thoughts on what message to expect, what actions the #Fed and other central banks will ultimately take and when they might take them. http://ms.spr.ly/6044lL6eQ
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The #FederalReserve’s Jackson Hole forum starts tomorrow, with expectations they will prepare #markets for easier interest rates to come, in the wake of softer data and significant #marketvolatility. Marvin Loh joins #STTStreetSignals with his thoughts on what message to expect, what actions the #Fed and other central banks will ultimately take and when they might take them. http://ms.spr.ly/6040lIhf0
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The #FederalReserve’s Jackson Hole forum starts tomorrow, with expectations they will prepare #markets for easier interest rates to come, in the wake of softer data and significant #marketvolatility. Marvin Loh joins #STTStreetSignals with his thoughts on what message to expect, what actions the #Fed and other central banks will ultimately take and when they might take them. http://ms.spr.ly/6042lLia8
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