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Fed Preview: On The Golden Path Toward Cuts

Fed Preview: On The Golden Path Toward Cuts
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2024 Outlook

INTRODUCTION If one were to rank the biggest drivers of stock market performance in 2023, mega-cap dominance and the missing recession would likely be atop the list. ....

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Cooler-than-expected inflation data aids risk appetite

- Risk appetite finds fresh legs in New Year as optimism China's eventual emergence from COVID coupled with further evidence of peak inflation. -Healt ....

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Yields rise with focus on FOMC and BOE decisions later in the week

- European equities started flat to mixed with US futures taking a sharp hit following rally on Friday. Risk sentiment turned sour following Ukraine/R ....

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Slew of EU inflation and GDP data fails to inspire the euro

- Risk appetite finding some legs as market participants rethink their views on FED rate hike pace after recent Q2 US GDP contraction. CME futures ind ....

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