• Playing the Pivot

  • 2024/09/20
  • 再生時間: 7 分
  • ポッドキャスト

  • サマリー

  • For the first time in four years, the Federal Reserve cut interest rates by 50 basis points, in line with market expectations, to normalize rates and preserve the strong labor market. The Fed's median dot plot suggests two more 25 basis point cuts this year and four more next year, totaling 200 basis points. The impact on the US economy will be felt with a lag, as current conditions respond to past tightening. The conversation also touches on the potential for the RBI to follow suit, and how investors should play the implications of this Pivot. Our fund manager Harshil Suvarnkar simplifies it for us.

    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

For the first time in four years, the Federal Reserve cut interest rates by 50 basis points, in line with market expectations, to normalize rates and preserve the strong labor market. The Fed's median dot plot suggests two more 25 basis point cuts this year and four more next year, totaling 200 basis points. The impact on the US economy will be felt with a lag, as current conditions respond to past tightening. The conversation also touches on the potential for the RBI to follow suit, and how investors should play the implications of this Pivot. Our fund manager Harshil Suvarnkar simplifies it for us.

Playing the Pivotに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。