Fed's Recalibration: Impacts on Markets and Global Economy

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones from Eurizon SLJ Capital, Senior Portfolio Manager Neil Staines discusses the recent surprising 50 basis point rate cut by the Fed and its muted market reaction. The conversation outlines the Fed's confidence in addressing inflation and employment risks through rate recalibration. The episode previews significant upcoming economic events, including global flash PMI data, the Reserve Bank of Australia's meeting, and OECD's interim economic outlook, which are expected to influence global markets. Additionally, insights on potential movements from other central banks, with particular attention to the UK and European markets.
00:00 Introduction and Welcome
00:30 Fed's Surprise Rate Cut and Market Reactions
02:24 Upcoming US Economic Indicators
03:09 Global Economic Outlook for Next Week
05:01 European and UK Central Bank Focus
07:18 Conclusion and Closing Remarks

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