Sasfin’s Post

The U.S. Federal Reserve left the target range for the fed funds rate unchanged at the conclusion of its April 30-May 1 monetary policy meeting. While the decision was widely anticipated, investors were keen to learn how monetary policy may evolve from here on out. We have the latest market news from Scotia Wealth Management on our website. https://lnkd.in/gCXdhPJS #investing #calgary #yyc

As a financial advisor, I am closely monitoring the rise in money-market fund assets, which have reached a record high on expectations that Federal Reserve policymakers are in no rush to ease monetary policy. About $28 billion flowed into US money-market funds in the week through June 12, according to Investment Company Institute data. Total assets rose to $6.12 trillion from $6.09 trillion in the prior week, surpassing the previous record high reached in April. Fed officials recently indicated just one interest-rate cut this year, compared to three when projections were last announced in March. Chair Jerome Powell emphasized the need for continued evidence that inflation is moderating toward the 2% target. US central bankers have maintained their benchmark rate in a target range of 5.25% to 5.5% since July of last year. Understanding these shifts in monetary policy and their impact on investment strategies is crucial. If you're interested in discussing how these changes might affect your financial plans, let's connect and explore the best strategies to navigate this evolving landscape. https://lnkd.in/ed2EfTET #moneymarkets #interestrates #inflation #fed #investing

While the Federal Open Market Committee (FOMC) continued to hold the federal funds target rate range at a 23-year high of 5.25% to 5.50%, post meeting data might be reenforcing the markets predictions of a September rate cut and the belief that more cuts may be necessary before year-end. Click on the link to read our comments on last week's FOMC meeting: #FOMC #Fixedincome #Aristotlefunds

"The start of a new phase in monetary policy 💵 Awaited like the Messiah, the FED’s famous “pivot” finally took place on September 18. Jerome Powell and his colleagues even cut interest rates by an unusual 50 basis points, a magnitude previously reserved for times of crisis. The communication surrounding such a move, which was anticipated by part of the market, was key in order to avoid injecting a hint of nervousness into traders’ minds and preventing the perception of a lag between a monetary policy potentially rigid for too long and an American economy slowing faster than expected." Our latest Market Insight - October 2024 - is now available here: https://lnkd.in/eyYp_nry Julien Serbit Prime Partners SA Alliance of Swiss Wealth Managers #interestrates #fed #marketanalysis #wealthmanagement #marketoutlook

Jerome Schneider, Head of Short-Term Portfolio Management, discussed “The Fed, Interest Rates, and the Short End of the Yield Curve” at Morningstar. His timely #MICUS session touched on key topics, including what to watch out for in short-term markets – a few key takeaways below: · The spread between short-term strategies and money market funds is compelling and could widen as the Fed eases. · We see relative value at the front-end of the curve as liquidity and credit conditions evolve. · Regulatory headwinds, including increased capital requirements for banks, could impact markets. If you’re interested in learning more about PIMCO’s economic outlook or our short-term strategies let me know.

Jerome Schneider, Head of Short-Term Portfolio Management, discussed “The Fed, Interest Rates, and the Short End of the Yield Curve” at Morningstar. His timely #MICUS session touched on key topics, including what to watch out for in short-term markets – a few key takeaways below: · The spread between short-term strategies and money market funds is compelling and could widen as the Fed eases. · We see relative value at the front-end of the curve as liquidity and credit conditions evolve. · Regulatory headwinds, including increased capital requirements for banks, could impact markets. If you’re interested in learning more about PIMCO’s economic outlook or our short-term strategies let me know.

#US #Fed drops rates by a surprisingly large 50 bps. Is it a signal that they worry their #economy is poorer than others believe? #economics #finance #manufacturing #industries #trade #funds #investments #EBRD #IBRD #IMF #BNM #PBOC #BOJ #Bundesbank https://lnkd.in/g83ttFT4

"At times like these the differences can be extreme and show where narratives differ. The 10-year-2-year curve is assuming a dovish program from the #Fed while the 10-year-3-month remains more skeptical." In response to the recent disinversion of the Treasury yield curve, Arnim H., Global Macro Strategist at #Easterly EAB Risk Solutions, recently spoke with Brian Scheid of S&P Global Market Intelligence to discuss expectations for upcoming interest rate cuts and its macro implications throughout Q3 2024. Read the full story below: https://lnkd.in/eqTucT4k

In the latest #WeeklyMarketCommentary: The first half of the year posed challenges for fixed-income markets, particularly high-quality ones. With the Fed hesitant to lower interest rates anytime soon, the "higher for longer" narrative continues to weigh on bond market potential. Stay informed and strategize for what’s ahead! Read the full report here: https://hubs.ly/Q02HvPnS0

⬇️ The Federal Reserve has decided to cut interest rates by 50 basis points, which marks the start of a new cycle of rate cuts - the first since the pandemic period.  But what are the reasons behind this choice and what could be the Fed's next steps? Here is an analysis by the experts. ✍🏼 AcomeA SGR S.p.A., BlackRock, Moneyfarm and Artemis Investment Management.