31st January 2024

  • Fed to Begin Mulling Cuts, Hold Rates Steady: Decision-Day Guide

Central bank will likely stop short of signaling near-term cut

Officials may tweak statement to recognize inflation progress

https://blinks.bloomberg.com/news/stories/S810WXT1UM0W

  • Fearing a Bond Selloff? History Shows FOMC Gains Are More Likely

Data back to 1989 shows yields tend to drop near Fed meetings

Yet it’s no sure thing this time, with risk of Powell pushback

https://blinks.bloomberg.com/news/stories/S81KN1T0AFB4

  • Fed Swaps Trim Odds of a March Rate Cut to About One in Three

Traders price in less monetary easing for all of 2024

Strong labor-market gauge lifts short-term Treasury yields

https://blinks.bloomberg.com/news/stories/S830DCT0G1KW

  • IMF Lifts World GDP Outlook on US Strength, China Fiscal Support

Global economy seen expanding 3.1% this year, 3.2% in 2025

‘Soft landing’ is likely, but risks remain from war, inflation

https://blinks.bloomberg.com/news/stories/S7XQ7XT0G1KW

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For more information please contact Rubrics Asset Management. info@rubricsam.com.