Markets and Economy
Market prepares for likely Fed rate cut
As anticipation grows for a Federal Reserve rate cut, the stock market turned in a strong week, led by the technology sector.
September 17, 2024
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy
Stock market jitters and the case for a US soft landing
Fears about the US economy rippled through the markets last week as recent data fell short of expectations. But the case for a relatively soft landing remains strong.
September 10, 2024
Markets and Economy
How will the market react when the Fed cuts interest rates?
The market’s reaction when the Federal Reserve dropped interest rates after the 1994-1995 tightening cycle could be a guide going forward.
September 4, 2024
Markets and Economy
Trump vs. Harris: Election changes course
Voters, party leaders, and down-ballot candidates have had to quickly shift gears from a Trump-Biden rematch to a Trump-Harris showdown in the 2024 presidential election.
August 29, 2024
Markets and Economy
When doves yell: Fed loudly signals a September rate cut
Minutes from the July FOMC meeting were surprisingly dovish, and Federal Reserve Chair Jay Powell suggested a likely policy shift in comments from Jackson Hole.
August 27, 2024
Markets and Economy
Reversal of fortune
After the sharp decline bottomed on August 5, new data drove a strong US and global stock rally for one of the best weeks this year. We still believe the US will avoid a recession.
August 20, 2024
Markets and Economy
Why the recent market correction may have been an overreaction
Last week saw a big market sell-off that significantly reversed itself, suggesting the happiest investors may be those who ignored it all.
August 13, 2024
Markets and Economy
US recession fears prompt global market sell-off
Market corrections usually come from policy uncertainty and/or surprising weakness in the economy. But today’s recession worries seem like an overreaction.
August 6, 2024
Markets and Economy
Will the Federal Reserve follow the Bank of Canada in cutting interest rates?
The Bank of Canada cut interest rates again last week, with the Fed, Bank of Japan, and Bank of England all scheduled to meet this week.
July 30, 2024
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