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Markets Remain Cautious After the Rate Cut
Etftrends· 2025-09-19 16:06
Bitcoin's reaction to the Federal Reserve's first rate cut since December has been subdued. Prices have remained broadly unchanged over the past three months, while volatility has compressed to around 26%. Unlike earlier easing cycles, this move has not sparked a breakout, signaling that investors do not yet see the Fed's pivot as a decisive turning point. Futures markets still consider the possibility of three cuts this year, but the muted response suggests uncertainty over how deep and durable the easing ...
Wall St Week Ahead US housing shares shine as Fed restarts rate cuts
Reuters· 2025-09-19 10:06
Core Viewpoint - The U.S. Federal Reserve's decision to restart interest rate cuts is expected to benefit housing shares, which have shown positive movement in recent weeks as markets anticipate more monetary easing [1] Group 1: Impact on Housing Shares - Housing shares are identified as a sector that may gain from the Federal Reserve's interest rate cuts [1] - Recent weeks have seen an uptick in housing shares as the market adjusts to the prospect of increased monetary easing [1]
Stock Market Today: S&P 500, Nasdaq, Dow Futures Jump Following Fed Rate Cut—Broadcom, Cracker Barrel, FedEx In Focus - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-09-18 09:47
U.S. stock futures advanced on Thursday following Wednesday’s mixed moves. Futures of major benchmark indices were higher.A 25-basis-point rate cut was delivered by the Federal Reserve, with Fed Chair Jerome Powell signaling more easing could be coming, as a part of “risk management” with the shift partly driven by a cooling labor market and growing downside risks to employment.Meanwhile, the 10-year Treasury bond yielded 4.05% and the two-year bond was at 3.52%. The CME Group's FedWatch tool‘s projections ...
Gold prices finds new momentum as the Fed cuts rates; signals more easing through 2026
KITCO· 2025-09-17 18:13
Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...
Policy easing fuels optimism in Asian EM equities despite political headwinds
Yahoo Finance· 2025-09-17 15:22
Group 1 - Investors are increasing bullish bets on Asia's emerging equities due to expectations of further monetary easing outweighing domestic risks [1][2] - The Federal Reserve is anticipated to cut rates by approximately 67 basis points by year-end, including a 25-bps reduction [2] - Asian central banks, including Indonesia, Thailand, and the Philippines, have recently cut rates in response to softening growth [3] Group 2 - Positive fundamentals in Southeast Asian companies, particularly in Indonesia and Thailand, are expected to support a bullish outlook [4] - The MSCI Asia ex-Japan index reached an all-time high, contrasting with the S&P 500's year-to-date gain of around 12% [4] - India remains a preferred market due to its strong growth narrative and earnings potential [5] Group 3 - South Korea's "Value-Up" program is seen as a positive driver for unlocking shareholder value, supported by corporate governance reforms [6] - Allspring Global Investments maintains a constructive view on South Korean shares, indicating confidence in structural growth drivers [6]
X @Bloomberg
Bloomberg· 2025-09-17 11:38
Stocks and currencies in developing economies extended their rally as investors turned their focus to the pace of US monetary easing beyond the rate cut that policymakers are widely expected to deliver on Wednesday https://t.co/h4cBn3t2Mb ...
Analysis-Fed rate cuts could set stage for broader US stock gains
Yahoo Finance· 2025-09-17 10:10
Group 1 - The U.S. Federal Reserve is expected to reduce its benchmark interest rate for the first time since December, aiming to support a weakening labor market, with nearly six quarter-point cuts anticipated by the end of next year [2][5] - Historically, stock gains tend to follow the initiation of an easing cycle, particularly benefiting sectors tied to the domestic economy's cyclicality, such as banks, homebuilders, and materials companies [3][4] - The small-cap Russell 2000 index is outperforming the large-cap S&P 500 this quarter, indicating that investors may be positioning themselves ahead of the anticipated rate cuts [4] Group 2 - Investors are hopeful that rate cuts will prevent further labor market weakness, creating a "Goldilocks" environment where lower rates coincide with economic stability [5] - There is a concern that the current economic outlook may be overly optimistic, with potential risks of a recession that could impact stock valuations [6] - The Federal Open Market Committee's upcoming statement and projections will be critical in determining market reactions and aligning with investor expectations [6]
Dollar Stays Weak With Central Bank in Focus
Barrons· 2025-09-17 07:50
CONCLUDED Stock Market News From Sept. 17, 2025: Dow Gains After Fed Decision Last Updated: The dollar was edging higher but hovering near two-and-a-half-month lows as investors braced for a widely anticipated interest-rate cut from the Federal Reserve. The market prices a 97% chance of the Fed cutting rates by 25 basis points and a 3% chance of a 50bp cut in a decision later today, LSEG data show. A larger rate cut would put significant pressure on the dollar, Commerzbank's Thu Lan Nguyen said in a note. T ...
Gold Rises Above $3,700 for First Time on Fed Rate Cut Optimism
Yahoo Finance· 2025-09-16 14:45
Core Viewpoint - Gold prices have reached a new record high as investors anticipate a Federal Reserve rate cut and potential further monetary easing in the coming months [1] Group 1: Gold Price Movement - Gold surpassed its previous all-time high of approximately $3,685 per ounce, supported by a decline in the US dollar to its lowest level in over seven weeks [2] - As of 9:01 a.m. Singapore time, gold rose 0.2% to $3,686.39 per ounce, following a 1% gain on the previous day [5] Group 2: Economic Factors Influencing Gold - Weak labor data and the absence of significant inflation surprises have increased expectations for additional rate cuts this year, which is favorable for gold as it does not yield interest [2] - The Federal Reserve is expected to release its quarterly economic and rate forecasts, which could further influence market sentiment [2] Group 3: Political Influence - US President Donald Trump's pressure on the Federal Reserve, including attempts to remove Governor Lisa Cook, has strengthened expectations for a more dovish monetary policy [3] - Economic advisor Stephen Miran is anticipated to join the Federal Reserve, potentially impacting future monetary policy decisions [3] Group 4: Market Trends and Predictions - Gold has surged over 40% this year, outperforming major assets like the S&P 500 index, and has recently exceeded its inflation-adjusted peak from 1980 [4] - Goldman Sachs has projected that gold prices could approach $5,000 per ounce if just 1% of privately-held Treasuries are allocated to gold [4]
Dollar falls to four-year low vs euro with Fed rate decision on tap
Yahoo Finance· 2025-09-16 00:14
Group 1 - The U.S. dollar has fallen to a four-year low against the euro, driven by expectations of a Federal Reserve interest rate cut this week [1][2] - The euro increased by 0.9% to $1.1867, marking its highest level since September 2021, while the U.S. dollar index dropped 0.7% to 96.636, the lowest since July 1 [1][2] - Investors are anticipating a 25-basis-point rate cut by the Fed, influenced by softening labor market data [2][3] Group 2 - The dollar is under pressure as investors expect a dovish message from the Fed, with a focus on supporting labor markets [3][4] - Fed Chair Jerome Powell is scheduled to hold a press conference following the release of the Fed's policy statement [3] - Despite a rise in U.S. retail sales in August, concerns about economic growth persist due to labor market weakness and rising goods prices from tariffs [5][6] Group 3 - The Bank of England may ease concerns about inflation as the U.K. jobs market shows signs of slowing, with wage growth decreasing to 4.7% [6][7] - The number of workers on payrolls in the U.K. has fallen for seven consecutive months, indicating potential economic challenges [7]