Equities rallied broadly following the Federal Reserve’s post-rate-cut communication, though big tech underperformed amid concerns over valuations and leverage. At the same time, precious and industrial metals regained investor attention as the US dollar weakened and expectations ...عرض المزيد
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Fed sparks equity rally but big tech stumbles
Equities rallied broadly following the Federal Reserve’s post-rate-cut communication, though big tech underperformed amid concerns over valuations and leverage. At the same time, precious and industrial metals regained investor attention as the US dollar weakened and expectations ...عرض المزيد
The Fed cuts again
The US Federal Reserve cuts rates to 3.5%–3.75% but three dissenting members signal deepening divisions. It surprises with a new bond buying programme to start in the coming days. US small caps moved to an all-time high, US Treasury yields dipped, and the USD fell. Yet, Oracle’s ...عرض المزيد
It’s Fed day!
We’ll finally get the last monetary policy decision of the year from the US central bank today and a 25 basis point cut is firmly priced in. Almost more important will be the dot plot, economic projections, and comments from Jerome Powell after the main event. Global equity marke ...عرض المزيد
Markets tread water ahead of Fed decision as M&A frenzy heats up
Financial markets were largely subdued yesterday, as investors awaited tomorrow’s pivotal Fed rate decision. But the corporate world was anything but quiet with Paramount challenging Netflix in the hostile bid for Warner Bros Discovery. Asian markets were mixed, oil prices eased ...عرض المزيد
Stocks continue to edge higher
Equities ended the week higher with US personal consumption expenditure data signalling easing inflation and bolstering expectations of a Fed rate cut this week. Meanwhile, Netflix’s blockbuster USD 72 billion Warner Bros. Discovery acquisition could shake up the streaming and en ...عرض المزيد