Outlook 2024 with JPMorgan: Will Cuts be the Catalysts for Macros and Markets?

Outlook 2024 with JPMorgan: Will Cuts be the ...

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How Long Should You Stay in an SIP?

Every month, millions of Indians put money into mutual funds through SIPs without really knowing how long to stay invested or what happens when markets crash. ET Wealth's annual SIP study with Crisil Intelligence finally puts hard numbers to these questions. Host and editor ET We ...  Show more

RBI's Rupee Rx

The rupee has been on a sharp slide, moving from 90 to nearly 97 in just a few months. On Friday, the RBI stepped in with two major measures a concessional FCNR deposit window for NRIs and a subsidised swap facility for ECB borrowings by PSUs effectively absorbing the hedging cos ...  Show more

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Central banks pushing back on rate cut expectations
Moving Markets

The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ...

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MM119: When 'good' news is 'bad' news for markets & Are OPEC+ fighting a losing battle?
Market Maker

Co-founder Piers Curran returns to the Friday show to discuss:


<ul><li>US interest rate expectations - Has the market gone too far, what does an inverted yield curve imply, and why a resilient economy is actually bad news for markets!</li></ul>


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MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
Market Maker

Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022


We discuss the market fa ...

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Fed signals fewer cuts in 2024
FT News Briefing

Federal Reserve officials on Wednesday signalled support for another rate rise this year and fewer cuts in 2024, share buybacks on the US stock market have dropped to the slowest pace since the early part of the Covid-19 pandemic, and the FT’s Gideon Rachman talks about his ne ...

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