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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J.P.Morgan’s Anu Aiyengar on Mega Deals, AI’s Banking Reset and the India Bet

ET opens its World Leaders Forum podcast series with Anu Aiyengar, global chair of investment banking, J.P.Morgan. In conversation with Anirban Chowdhury, she explains why uncertainty is driving—not deterring—big-ticket deals, and why companies are buying scale, stability and res ...  Show more

ET Deep Dive: When Development Turns Disaster

Climate change is making extreme weather more frequent and unpredictable. But are we making its consequences worse? Across the Himalayas and the Western Ghats, glaciers are collapsing, rainfall patterns are shifting and landslides and flash floods are becoming increasingly destru ...  Show more

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Central banks pushing back on rate cut expectations
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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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What 2024 taught central bankers
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The Federal Reserve cuts interest rates by a quarter-point but signals a slower pace of easing, and we look back at what central banks learned in 2024. The US Supreme Court says it will hear TikTok’s appeal against a divest-or-ban law, and Honda-Nissan talks aim to rescue Japa ...

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Markets are off to a strong start this week, which will be a critical one with a 'triple-header' of major central bank decisions. The US Federal Reserve, the Bank of England, and the Bank of Japan are all scheduled to announce their latest monetary policy moves. Recent economic d ...  Show more

Dollar tumbles as Fed still sees three rate cuts this year
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Send us Fan MailFed’s updated dot plot continues to suggest three rate cuts in 2024. Dollar tumbles across the board, June cut probability rises. Pound traders lock gaze on BoE, SNB cuts interest rates. S&P 500, Dow Jones and gold hit new record highs.Risk Warning: Our services i ...  Show more