Focusing on previous soft landing easing cycles, the U.S. Dollar Index (DXY) tended to decline in the months leading up to rate cuts, with some continued weakness following the first cut. However, three to five months after the initial rate cut, the USD typically began to strengthen again...
Focusing on previous soft landing easing cycles, the U.S. Dollar Index (DXY) tended to decline in the months leading up to rate cuts, with some continued weakness following the first cut. However, three to five months after the initial rate cut, the USD typically began to strengthen again...
In the eleven instances of Fed easing cycles that we identified since 1970, the S&P 500 has often delivered positive returns in the 12 months following the initial rate cut, with a median price return of 11.9 percent. However, the macro context behind monetary easing matters a great deal, wh...
In the eleven instances of Fed easing cycles that we identified since 1970, the S&P 500 has often delivered positive returns in the 12 months following the initial rate cut, with a median price return of 11.9 percent. However, the macro context behind monetary easing matters a great deal, wh...
As for the 50-bps cut? Well, it seems like the Fed wanted to match market expectations. Was it absolutely necessary? Maybe not. But they didn’t want to underdeliver and rattle markets. Historically, the Fed avoids surprising markets on the hawkish side during cut cycles. ...
I'm just curious as to how sensitive you'll be to the labor market, since you forecast we are going to see higher unemployment, and it is going to take a significant amount of monetary easing to just maintain it. 追问:我只是好奇您对劳动力市场的敏感度如何,因为您预测我们将会看到更高的失...
“In the past four hiking cycles, returns for U.S. bonds exceeded that of cash over the one- and three-year periods following the Fed’s final rate hike.” Partner Center Most Popular About the Author Joy Wiltermuth Joy Wiltermuth is a news editor and senior markets reporter...
economist at SMBC Nikko Securities America, says lengthening gaps between hiking and easing cycles only really matter to the extent that an economic "soft landing" is achieved and a nasty downturn is avoided. If the Fed is not quickly reversing course as it has frequently done in the past, ...
I'm just curious as to how sensitive you'll be to the labor market, since you forecast we are going to see higher unemployment, and it is going to take a significant amount of monetary easing to just maintain it. 追问:我只是好奇您对劳动力市场的敏感度如何,因为您预测我们将会看到更高的失...
In past cycles, emerging market (EM) currencies have tended to appreciate during times when the Federal Reserve was cutting interest rates. The category includes a wide variety of countries with vast differences in growth, inflation, and economic prospects. Consequently, the range of performance has...