Tomorrow Fed meeting looks like a another nothingburger....99.5% probability no change in rates. Does this help CRE investors and lenders? The continued lack of certainty has stifled CRE transaction volume this year and until further clarity provided hard for people to understand what direction we are heading. July 31 Meeting - 90.2% probability not rate change September 18 Meeting - coin toss at 48% probability for both steady and 25bps reduction https://lnkd.in/g3twS7M6

#novumcapitalpartners Recent data points towards a notable shift in rate cut expectations. Bond traders are now gearing up for a faster pace of Federal Reserve interest-rate reductions. This comes amidst a significant drop in 10-year rates and softer economic indicators. Swaps traders are now eyeing November for the Fed's first full 25 basis-point rate cut, marking a clear shift in sentiment. What does this mean for other asset classes? Chart Source: Bloomberg Credits: Liz Kennedy - Investment Manager at NOVUM CAPITAL PARTNERS SA #FederalReserve #InterestRates #BondMarket #EconomicIndicators #AssetManagement

The first quarter wrapped up on a positive note, with solid growth data in the United States offsetting the environment of still-hot inflation and the latest Fedspeak that has reinforced bets officials will be in no rush to cut interest rates. Hopes for a so-called “soft landing” catalyzed a market rally that sent many global indices to new record highs. Here are the top 4 things to watch this month according to Candice Bangsund, Vice-President and Portfolio Manager, Global Asset Allocation. Our Global Asset Allocation team’s full April market update is available here: https://lnkd.in/eVja2vbM

Chart from the most recent Bank of America Global Fund Manager Survey in The Daily Shot showing that 56% of those surveyed see the first rate cut by the Fed in September. The market through Fed Fund Futures is currently showing about a 98% of a rate cut in September. #fed #ratecuts

Thanks to Central Penn Business Journal and Assistant Editor Ioannis Pashakis for publishing our quarterly #financial commentary written by Stonebridge Financial Group, LLC Senior Portfolio Analyst Daniel McGarvey, CFA. Daniel pens our monthly and quarterly looks at the market, and in this one, he explores what’s behind the best start of the year for stocks since 2019. "Our concern is what happens if the #Fed needs to stay restrictive for longer, or what happens when we have to eventually pay the bill for our spending. The fact that #gold and #Bitcoin values also reached new all-time highs this year might suggest that policymakers cannot control rates, inflation, and the currency all at once," notes Daniel's article. You can read the full commentary here: https://lnkd.in/ePPRtfXt #Inflation #WealthManagement #FinancialPlanning #StonebridgeFG #FinancialNews #NewsBulletin #NewsUpdates #NewsUpdate #NewsAlert #Finance #News

Chart from the Bank of America Global Fund Manager Survey for August on ISABELNET showing that 60% of those surveyed see 4 rate cuts or more over the next year. The market is pricing in 6 rate cuts through the July Fed Meeting next year according to CME Fed Funds Futures. #fed #ratecuts

There's a positive bias in early trading driven by pre-open gains in many mega-cap names. Treasury yields are little changed this morning. Read more in the Morning Brew.

There's a positive bias in early trading driven by pre-open gains in many mega-cap names. Treasury yields are little changed this morning. Read more in the Morning Brew.

There's a positive bias in early trading driven by pre-open gains in many mega-cap names. Treasury yields are little changed this morning. Read more in the Morning Brew.

There's a positive bias in early trading driven by pre-open gains in many mega-cap names. Treasury yields are little changed this morning. Read more in the Morning Brew.