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"The rate cut is the first in four years, and further adjustments to the Fed’s monetary policy may now focus on the employment sector, which has slowed. The Fed meets two more times this year, and the likelihood of another rate cut of this size is minimal." Check out our Weekly Update, now live on our blog: https://lnkd.in/d9Urp3Q8 #weeklyupdate #stockmarket #investing #tckwealthmanagement

📰 The S&P500 index experienced a 0.3% decline this week as investors examined the mixed February employment figures. 📌 Our market evaluation report is out now. Read it for FREE here: https://lnkd.in/eG5tSPC6 #quantvue #markets #trading #tradingtips #employment

  Today in FX 1.2700 £/$ 1.1600 £/Euro 1.0950 Euro 143.70 $/Yen Fed Minutes Mixed Last night's Fed meeting minutes sent mixed messages, both confirming that rates would have to remain restrictive for a prolonged period but that they viewed the current level of interest rates as peak. The minutes continued to validate the idea of rate cuts later this year, potentially as early as May.  The market's response was mixed, the greenback initially strengthened but this reversed after a few minutes. The same can be said for risk assets, stock markets were undecided and gyrated for a few hours after the information crossed news wires.  Thursday's session will be highlighted by the December ADP report which covers private sector payrolls. Expectations are for 115,000 new private sector jobs to have been created in the US last month. Tomorrow will see the full NFP report that details both the private and public sectors.

The sky’s the limit for Equities: S&P 500 and Nasdaq 100 make new all-time record highs. No big disruptions from the elections, as Labour won in the UK and the New Popular Front is forecasted to win in France. Watch out for Chairman Powell’s Humphrey-Hawkins testimony on Tuesday, US CPI on Thursday, and US PPI on Friday. The biggest tail risk is inflation staying high(er for longer), forcing Central Banks to postpone easing until later in the year, followed by adverse geopolitical outcomes, and elections – watch those in America in November very closely. https://lnkd.in/ehEccgu8 Portfolios https://lnkd.in/et_Mxhpu https://lnkd.in/e2c27cxU https://lnkd.in/eSZ7YxRt #investing #macro #centralbanks #fed #interestrates #fixedincome #equities #stockmarket #sp500 #nasdaq100 #volatility #income #growth Inflection Point Tom Baldacci

Powell steers towards a shallower US rate path than markets had been looking for, supporting dollar upside ahead of payrolls. https://loom.ly/-k4G1Ds #dollar #usd #payrolls #jobs #powell #fed #federalreserve #fxmarkets #foreignexchange #financialservices #fxtraders

The sky’s the limit for Equities: S&P 500 and Nasdaq 100 make new all-time record highs. No big disruptions from the elections, as Labour won in the UK and the New Popular Front is forecasted to win in France. Watch out for Chairman Powell’s Humphrey-Hawkins testimony on Tuesday, US CPI on Thursday, and US PPI on Friday. The biggest tail risk is inflation staying high(er for longer), forcing Central Banks to postpone easing until later in the year, followed by adverse geopolitical outcomes, and elections – watch those in America in November very closely. Portfolios https://lnkd.in/et_Mxhpu https://lnkd.in/e2c27cxU https://lnkd.in/eSZ7YxRt #investing #macro #centralbanks #fed #interestrates #fixedincome #equities #stockmarket #sp500 #nasdaq100 #volatility #income #growth Inflection Point Tom Baldacci

Solid start to 2024. Read our MSB Wealth January 2024 market commentary on our blog here: https://lnkd.in/g_GYPpQP #markets #marketcommentary #MSBWealth #BMO #NesbittBurns

**Heading: The Dollar Index Soars to a One-Week High on Impressive US Payroll Report** **Subheading: Stronger-than-Expected Employment Data Dampens Speculation of Fed Rate Cuts** The dollar index (DXY00) surged by +0.69% to reach a one-week high, propelled by an impressive US May payroll report. This unexpected surge has dashed hopes of imminent rate cuts from the Federal Reserve. The May nonfarm payrolls exceeded expectations, showcasing robust job growth, while average hourly earnings unexpectedly accelerated. These hawkish indicators have created a favorable environment for the Fed to reconsider its stance on future interest rate reductions. Investors should take note of this significant development as it signifies improving economic conditions, possibly leading to an appreciation in the value of the US dollar. An appreciating dollar can have widespread implications across various investment sectors, including healthcare and wellness. As a proactive investor, it is crucial to consider the potential impact of this surge in the dollar index on your Health Savings Account (HSA) investments. By optimizing your HSA investment strategy, you can harness the potential benefits of market trends and maximize returns. Don't miss out on the opportunity to make informed investment decisions that align with your financial goals and aspirations. Act now to ensure your HSA thrives while capitalizing on the latest market developments. #hsa #investing #healthcare #health #family #wellness 💪💰🚀🔥😊

Equities were up 3.1% in March, despite indications of higher inflation and hot payroll numbers that could cause the Fed to keep rates higher for longer. Read more in the March Market Commentary: https://lnkd.in/gekxpYsx #StablefordCapital #MarketCommentary #Equities 

Recent US economic data suggests a possible hard landing, pushing ten-year Treasury yields below 4%. Investors are now pricing at significant rate cuts for the year ahead. Futures are showing over 100 bp of Fed rate cuts in the next 6 months and 175 bp in the next 12, levels seen only in recent recessions. For the September meeting, a 50bp cut is becoming likely, with 33bp already factored in. This makes today's payrolls data crucial. Chart Source: Bloomberg Credits: Vittorio Treichler - Partner and Market Strategist at NOVUM CAPITAL PARTNERS SA #InterestRates #TreasuryYields #FederalReserve #Investing #EconomicOutlook #Recession #MarketAnalysis #PayrollData