Are Markets Head-Faking Rate Cuts Early This Year?

Digital Finance Analytics (DFA) Blog

Jan 04 2024 | 00:13:53

00:00 / 00:13:53

Show Notes

After the December Federal Reserve Press Conference where Jerome Powell appeared to pivot to rate cuts ahead, with a more dovish tune than just a few days before, markets dialed up their expectations of up to six rate cuts though 2024, and stock markets veered towards all time highs, while bond yields fell. Powell said at the press conference that it was premature to declare victory, though he did acknowledge the question of when to begin “dialing back” policy restraint was discussed. Futures markets have been anticipating the Fed will cut rates six times this year, beginning with a likely […]

Other Episodes

Episode 0

February 05, 2020 • 00:12:04

What If Negative Interest Rates Are Coming - And They Will Be Permanent? [Podcast]

We discuss a new Bank of England paper. And it turns current central banking thinking on its head! https://www.bankofengland.co.uk/working-paper/2020/eight-centuries-of-global-real-interest-rates-r-g-and-the-suprasecular-decline-1311-2018

Episode 0

October 09, 2020 • 00:46:49

"Budget Smudge-it" - With Tarric Brooker [Podcast]

I discuss the budget outcomes with journalist Tarric Brooker. He is @Avidcommentator on Twitter.

Episode

September 11, 2024 • 00:22:42

Solve The Housing Crisis By Building Smaller, Darker, Higher Homes?

Housing affordability is one of the biggest pressures facing the Australian community and the Government has committed to building 1.2 million new, quote well-located...