MUFG’s Post

Global equity markets remain mixed for the second consecutive day rattled by uncertainty over the next moves of central banks. Overall, global markets continue to face uncertainty over the direction of interest rates, which are likely to lead the volatility in the near term. Meantime, Atlanta Fed President Bostic delivered some moderately hawkish views in a speech on Monday. Bostic said he expected the Fed to cut interest rates for the first time in the third quarter and then pause rate cuts after that cut to assess the policy's impact on the economy. Here are some highlights from his speech #interestrates #federalreserve #inflation #wallstreet #centralbanks #dollar #gold #jeromepowell #monetarypolicy

Rising market expectations of interest-rate cuts, fuelled by falling inflation data, means this week’s central bank meetings will be a key catalyst into year end, according to Templeton Global Equity Group. Get more highlights of news, events and data to watch in the markets: https://lnkd.in/g5Rm7hvT.

Rising market expectations of interest-rate cuts, fuelled by falling inflation data, means this week’s central bank meetings will be a key catalyst into year end, according to Templeton Global Equity Group. Get more highlights of news, events and data to watch in the markets: https://s.frk.com/3t2nCfa

Lots of central bank policy signals in the past week. Here’s what Goldman Sachs Asset Management think 👇 They believe the Fed and the BoE will commence the easing cycle in May with the ECB starting a month later. Indeed, in a CBS 60-minute special aired on Sunday, Fed Chairman Jerome Powell said “Americans may have to wait beyond March for the central bank to cut interest rates as officials look for more economic data to confirm that inflation is headed down to 2%.” Any students currently in the application cycle, check out the central bank snapshot below for a concise and easy-to-follow crib sheet 👍 #markets #interestrates #goldmansachs #fed #finance

A deluge of earnings coming out this week, along with Central Bank rate decisions from the ECB, Fed and BoJ. I discussed the takeaways with Anna Edwards on Bloomberg Markets Today. Earnings are holding up along with the US consumer, however, the risk looms that The Fed and ECB over tighten. Full interview found here starting at the 59:30 mark: https://lnkd.in/epB8tnzn #marketanalysis #earnings #centralbanks #juliusbaer

How did major stock markets perform last week? Market returns were mixed over the last week as investors readjusted expectations for interest rate cuts as new economic data was released. Central bankers in the US and Europe attempted to calm investors who may have been overoptimistic on the quickness of rate cuts, telling the market that central banks need more data about economic conditions before any informed decisions on future paths can be taken. https://lnkd.in/enkbMpMd #globaleconomy #investing #wealthmanagement

To cut, or not to cut, that is the question facing central banks over the coming months. Markets anticipate that the Fed will start cutting interest rates in the first half of 2024. Historically, this has been associated with strong performance by US stocks and bonds. Find out more: https://lnkd.in/eNdJpT8S When investing, your capital is at risk. #WealthManagement #USEconomy #GlobalEconomy #MarketViews

The global rate hiking cycle is now into its second year as central banks continue their fight to bring down inflation. Despite this, corporate balance sheets and consumer sentiment have remained resilient, although markets are providing increasingly mixed signals as to what the future holds.   Register below and join us to hear Daniel Saldanha and Adam Muston talk about the considerable number of opportunities to earn very attractive risk adjusted returns, the likes of which have not been seen for many years.          There’ll be a Q&A at the end of the webinar to answer your questions about their market outlook and the Global Credit Opportunities Fund performance and positioning update. Register: https://lnkd.in/gKjUFwvt #creditinvesting #investment #yield

Good morning, and welcome to Fed Day! With the Federal Reserve highly unlikely to cut rates today, the focus is on how the central bank characterizes the growth/inflation outlook and what signals it sends about future cuts. The “dot plot” and especially the tone and content of Chair Powell’s press conference will be particularly interesting. #economy #centralbanks #markets #federalreserve #growth #inflation

Equity markets are torn between peak rates hope and recession fear, a typical late cycle conundrum. Okay Q1 earnings have been a relief, focus now shifts to central banks meetings amid renewed US banking woes. The path of least resistance may be higher equities if the Fed leans towards a pause, but it is not a given and growth outlook does not get better, calling for a more barbell approach. More discussed on Bloomberg TV this afternoon. Link here, clip starts at 11min 👉https://lnkd.in/exsEDYbU