This US jobs data can make or break stocks as markets struggle with speculation about the size of September's Fed rate cut. #Stocks #NFP #Fed #Dollar #macro #market #trading youtu.be/vPuCpklnRwE

Discussing the outlook for stocks, USD vs. major currencies (EUR, AUD, JPY), and crude oil ahead of today’s US jobs data, today on ausbiz with Andrew Geoghegan #StockMarket #Stocks #Audusd #EURUSD #USDJPY #CrudeOil #NFP #FederalReserve ausbiz.com.au/media/the-like…

Can stocks rebound after another round of heavy selling last week, or is the bear market here to stay? U.S. inflation data, China's trade report, and the ECB rate decision are in focus. #Stocks #CPI #inflation #ECB #china #trading #MarketOutlook youtu.be/eXRykBpgvCM

Stock markets may fall as the dollar gains if U.S. inflation data locks in Fed rate cut ambiguity. #StockMarket #Stocks #CPI #inflation #InterestRates #MarketTrends #macro #trading youtu.be/7QRXgiJ0RR0

The euro may fall against the U.S. dollar if the ECB turns more dovish just as markets embrace a slower Fed rate cut path. #EURUSD #ECB #Dollar #Fed #inflation #markets #trading #macro youtu.be/VNs6a3ymMhY

U.S. consumer confidence data can help the markets gauge if recession risk something they need to worry about. #StockMarket #Stocks #MarketInsights #macro #recession #InterestRates #Economy #trading youtu.be/3_hjmj1puSk

Stock markets may have set an impossibly high bar for the Fed as it gears up to begin interest rate cuts. #StockMarket #Stocks #FedWatch #Fed #FOMC #GBPUSD #USDJPY #macro #trading youtu.be/DpVlr1-GOG0

Stock markets are at risk as the Fed faces a narrow path to avoid a misstep as it begins cutting interest rates. #Stocks #Fed #FederalReserve #FOMC #Powell #InterestRates #Dollar #macro #trading youtu.be/j776OfGaGAc

The markets have got themselves into favoring a 50bps Fed rate cut. The FOMC surely understands that opting for 25bps is likely to boost USD and may hurt stocks near term, but could this be desirable disinflationary insurance as the cuts begin? Hmmm… #Fed #FOMC #Dollar #Stocks

The world’s oil demand growth is slowing sharply from its post-pandemic rebound This is largely coming from decelerating growth in China — which has long been a driver of global oil demand. More on this trend in our new commentary → iea.li/4d7By8o

The pound is outperforming the euro vs. USD after a larger than expected rebound in core CPI overnight. Once the Fed is out of the way, it’ll be interesting to see how this sets up into the Bank of England rate decision #GBP #BOE #Fed #FOMC #CPI #InterestRates

The Federal Reserve cut rates by 50 bps. The median projection has two more 25 bps rate cuts in 2024, for a total of 100 bps this year. Fed governor Miki Bowman dissented in favor of a smaller 25 bps cut. It's the first dissent by a *governor* since 2005.

The Fed has seemingly given markets everything they wanted: - 50bps cut now - forecast of 50bps more before year-end (25bps in Nov & Dec), 100bps more next year nothing controversial in the policy statement (the Bowman dissent doesn't seem like a huge thing) #Fed #FOMC

The key question now is follow-through... which is yet to materialize in earnest for stock or bond markets. USD is softer but the S&P 500, Nasdaq, 2yr and 10yr USTs are stuck in ranges. Buy the rumor, sell the fact? Let's see... #Fed #FOMC #StockMarket #Stocks

Well, well, well... The Fed seemingly gave the markets everything they wanted and stocks closed down anyway... as expected. #Fed #FOMC #StockMarket #Stocks

A loudly dovish Fed failed to impress stock markets or sink the U.S. dollar. All eyes now turn to the Bank of England. #StockMarket #stocks #Fed #FOMC #BOE #GBP #InterestRates #macro #trading youtu.be/-xLKwXUDB0M

🚨FOMC Reaction🚨 Ilya Spivak and Yra Harris break down the Fed’s Summary of Economic Projections (SEP) as well as the lift in the long end of the Yield Curve.

💡 Fed Easing Cycles: Investors’ Initial Expectations Versus Final Outcomes - CME Group on PiQSuite.com cmegroup.com/insights/econo…

Optimism is running high as markets rethink their first take on Fed rate cuts, with stocks surging and the dollar down. Will this last? #StockMarket #stocks #Fed #FederalReserve #InterestRates #Economy #PMI #trading #macro youtu.be/TBMKkOkkzfs

Discussing the markets’ whipsaw reaction to the Fed, the message from the BOE and the BOJ, and what next week’s RBA and SNB meetings might bring. Today on ausbiz with Andrew Geoghegan #Fed #InterestRates #Audusd #USDJPY ausbiz.com.au/media/are-mark…