We interviewed a slew of analysts, economists & fund managers at Global Markets Forum, here's what they said: - Hopes of lower US rates had brightened EM outlook - Analysts worry Trump tariffs could hurt EM, particularly China - India and Southeast Asia may benefit from US 'friendshoring'

This week on Global Markets Forum we have a great line-up of conversations lseg.group/3KFHrhe Claudia Sahm, former #Fed economist Joseph Wang, the 'Fed guy' Thomas Hoenig, former Kansas City Fed president Bansari Kamdar Mehnaz Yasmin #InterestRates #inflation #markets #UK #BOE #economy

FED OFFICIALS' MEDIAN VIEW OF FED FUNDS RATE AT END-2025 3.4% (PREV 4.1%)

DOLLAR INDEX DOWN 0.46% AT 100.44 AFTER FEDERAL RESERVE CUTS RATES BY 50 BASIS POINTS

US rate futures price in chance of 64% chance of 25 bps cut in November meeting #fed #usd #DXY

MSCI's all-country world share index rises to record high at 833.95 after FED cuts rates #fed #rates

US rate futures imply 76 bps of cuts by end-2024; 196 bps in easing through October 2025 #fed #rates

Powell: we are not on any preset course

Powell: If economy remains solid, we can dial back pace of cuts; equally if labor market deteriorates we can respond

Bank of #England keeps #interetrates on hold at 5%, as expected; vote split = 8-1 with Dhingra the lone dove Gov. Bailey said cooling #inflation pressure meant BoE should be able to cut #rates gradually #BOE also extended 100 bln pound #QT #bond reduction plan for another year

Also something very different and exciting - from one race to another, as I’ll be joining the Global Markets Forum to talk about the US Election from 4pm today. I have an easy job, because I’m just before Frank Luntz - so no pressure of course.

The Fed will continue cutting interest rates in November, but policymakers are walking a thin line as inflation is no longer cooling at an accelerated pace, Morgan Stanley Wealth Management's chief investment officer Lisa Shalett told Global Markets Forum. reuters.com/markets/rates-…