The Federal Reserve Cuts Interest Rates by -0.50%
The major development in 3Q24 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle. It came as the Fed shifted its focus, with unemployment rising to a 33-month high and inflation moving back to target.
2Q 2024 Recap & 3Q 2024 Outlook
The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, all while keeping a close eye on corporate earnings and valuations. READ MORE
4Q 2023 Recap & 1Q 2024 Outlook
Financial markets underwent a sizeable shift in the fourth quarter. Treasury yields, which spiked in Q3, reversed lower as inflation eased and the Federal Reserve hinted at interest rate cuts in 2024
2Q 2023 Recap & 3Q 2023 Outlook
Financial Markets Rebound in the First Half of 2023
1Q 2023 Recap & 2Q 2023 Outlook
Unbiased Macro driven research and quarterly summary on what is driving key markets…