Point six cut and i think it supports a 25 point cut next week. A ~ ,. Supports a 25 point cut next week. ~ ,. , , week. Markets have been volatile week. Markets have been volatile. Will week. Markets have been volatile. Will an week. Markets have been volatile. Will an interest | week. Markets have been i volatile. Will an interest rate cuts stabilise things? cuts stabilise things? since the beginning cuts stabilise things? since the beginning of cuts stabilise things? since the beginning of this cuts stabilise things? since the beginning of this year | cuts stabilise things? since the beginning of this year i | the beginning of this year i think what it will require is coming a financial market and it needs stabilisation in the us labour market and easing of policy and uncertainty around the us presidential election. Run sweet speaking with me a little earlier. Speaking of the us presidential debate, shares in trump media slumped on us markets. It runs the former president tr
Point cut and i think it supports a 25 point cut next week. Did you see any potential policy shifts at the debate? they had a lot of political rhetoric but not a lot of policy information. We already know were both candidates stand on addressing inflation. We ran a number of scenarios through our models to gauge what the inflationary implications are for each of the candidate policies ranging from trade, immigration, taxes and generally form a president trump would be more inflationary than vice president harris because of the tariffs which are inflationary. On top of that stricter immigration leads to tighter labour markets and stronger nominal wage growth in the united states which by extension would raise inflation a little bit. Not a lot of new information last night, just that the political focuses bringing inflation down but the policies the next few years say otherwise. Markets have been volatile. Will an interest rate cuts stabilise things? since the beginning of this year i |