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Check out our recent Weekly Market Recap, which covers our thoughts on the ECB's recent rate cut and its implications for the Fed's path forward. Explore our insights: https://bit.ly/4bcdhxf

🚨 Hot Take Alert! 🚨 Morgan Stanley's strategist Andrew Sheets thinks the Fed & ECB might just cut interest rates this September! 📉 Why? Because the latest data says inflation's cooling down in both the U.S. and Eurozone. 🌡❄️ #FinanceNews #InterestRates #EconomyUpdates

Federal Reserve policy is back in focus this week, after a period when politics and corporate earnings held center stage. The next U.S. administration's pro-growth policy outlook has raised inflation expectations, so markets will be watching Thursday's release of Fed minutes with great interest. The question is whether Fed policy decision makers mentioned potential new fiscal and tariff changes at their most recent meeting. That's because it could signal a renewed focus on price risks, which would suggest a cautious approach to interest-rate cuts ahead. In Europe, all eyes will be on Friday's inflation data for November - this comes after October inflation figures suggested that price rises were not yet under control. A soft reading for November could set the European Central Bank up to announce another rate cut at its next meeting. But sticky inflation data could make it tricky for the ECB to manage its mandate for price stability without neglecting growth. #NoltingView #privatebanking #wealthmanagement Deutsche Bank Private Bank (when investing, your capital may be at risk)

We anticipate the ECB will drop its policy rate this week and the Fed will follow next week amid signs of weakening cyclical momentum. Learn more in this week's view from the desk: https://on.pru/3XpgvZ4

Regime changes defined by changes in policy stances, technological, political, legal & regulatory environments, disruption such as wars and natural calamities can alter the risk-return relationships. 1970s, oil price shocks happened, it was accompanied with accommodative monetary policy leading to inflationary environment throughout the 1970s. 1980s- The Fed shifted to tight monetary policy, hence bond yield trended downwards for roughly 35 years as the Fed kept downward pressure on inflation. 2008- Extraordinary expansionary policy amid GFC, the Fed reduced the FFR to 0% in Dec 2008 accompanied by aggressive buying of treasury bonds & MBS. 2015- The Fed changed its stance & raised its policy rate target, started hiking rates up until it reached 2.5% at the end of 2018. 2020- The Fed had to cut rates to 0%-.25% amid COVID, infusing explosive liquidity into the system by aggressive purchase of bonds, expanding the Balance Sheet of the central banks around the world. 2022- In March 2022, The Fed started hiking rates from 0% to 5.5% in July 2023. 2024- The first rate cut in September since March 2022 Phase 1- 1970 Phase 2- 1980-2008 Phase 3- 2009-2021

FED, ECB, BRITISH GROWTH PLANS and DEEPSEEK This is a busy week. You asked, we answered. The #Fed Let's start with the Fed. The US central bank paused rate cuts and backed away from the idea that "inflation is moving towards target". As expected, the President was quick to fire back, criticizing the Fed for stoking inflation. Our first reaction printed in the TheStreet here https://lnkd.in/dREF_C5w The #Chancellor Rachel #Reeves announced plans to increase growth, by increasing public spending. However, higher yields have significantly reduced fiscal space, so markets remain sceptical. Our full thoughts in MoneyWeek here https://lnkd.in/dJVnSBJ3 #Deepseek A lot of questions about Deepseek. Our view is that it merely brought #Nvidia valuations down to a more palatable level in a market that was, and remains, very expensive. Our full comment on Reuters here https://lnkd.in/dstipDfU The #ECB And finally, we have the ECB today. It will likely cut rates by a quarter point, but if it were to do more, it would likely not be to fight inflation but rather shore up the Eurozone. Read our comment on CNBC (thanks Jenni Reid) https://lnkd.in/dfNvXpxt Special thanks to the indomitable Sam Munton and Emma Evans's team for helping us get our views out there. #markets #economy #wealthmanagement #forvismazars

Today in financial markets 1.2890 £/$ 1.2070 £/Euro 1.0660 Euro/$ 153.70 $/Yen 1.9575 £/Aud Calm As Election Volatility Settles   This week's price action should be a lot tamer than the last. The election outcome is clear, and markets can now revert to more of a balance in focus with economic data and central bank policy back in the forefront.    Last week's Fed decision to lower rates went down well. US equities continued their accent higher while the greenback maintained its bid as participants factor in a higher growth US economy next year with a Republican government in place which is generally seen as more pro-business than its opposition.    This week's highlight will be US CPI numbers scheduled for release on Wednesday. Forecasts are for a 2.4% October outcome that would match September’s print. The data should be the key volatility catalyst for the week ahead. Stay tuned! 

📉The global financial landscape is buzzing with action: 📈 🇪🇺The ECB has cut interest rates to 3.15%, signaling a continued focus on economic stimulus, while the SNB delivered a surprise cut to 0.50%, well below forecasts. 🇺🇸Meanwhile, all eyes are on the upcoming Fed meeting (18/12), where a 25 bps rate cut to 4.50% is widely expected. 📉 Stay ahead of the curve, traders!📈 #ECB #Fed #SNB #RateCuts #MarketVolatility

The U.S. Federal Reserve roiled markets Wednesday after raising its inflation outlook and signaling fewer rate cuts next year, leaving investors scrambling to asses how it could affect global interest rates looking ahead. Fed Chair Jerome Powell said inflation had been moving sideways this year and suggested that the bank may cut rates only twice in 2025 — two times fewer than signposted in September. Though global central banks insist on independence in their monetary policy decisions, a stronger U.S. dollar on the back of higher interest rates — and potentially inflationary tariffs from President-elect Donald Trump — make the outlook for policy easing around the world more uncertain.