Rate cut
Search documents
Manthey: This is a perfect environment for a broader set of equities to do well
CNBC Television· 2025-12-11 13:26
All right. I think all day long we're going to talk about whether this was a hawkish cut. Was it a neutral cut. Was it a dovish cut.What was your take. I I felt like Jac Powell's comments about the the path forward not really being clear. That was a bit hawkish, but at the same time, the bond buying on the short end that seems a bit doubbish.Seems like it has almost the same effect as a rate cut. How did you view it. >> Well, our economists think that it was of course uh less less hawkish than the market ha ...
Weak Sentiment In Asian Markets After Fed's Rate Cut
RTTNews· 2025-12-11 10:01
Asian witnessed weak sentiment in Thursday's trading as markets digested the Fed's widely expected rate cut, the forward guidance for 2026 and beyond, as well as the extent of dissent in the FOMC decision. Though markets turned cautious in the aftermath of the Fed's projection of a single rate cut for 2026, losses were limited by the less-than-expected hawkishness in the Fed's guidance.China's Shanghai Composite Index lost 27 points or 0.70 percent to finish trading at 3,873.32, versus the previous close o ...
FOMC December 2025: $40B In 30 Days - The Fed Knows Something You Don't
Seeking Alpha· 2025-12-10 22:30
The Fed cut rates by 25 basis points , bringing the range to 3.50–3.75%, as expected. It was the most likely outcome, already priced in by the markets and consistentI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, ...
Powell calls December rate cut decision a 'close call'
CNBC Television· 2025-12-10 22:30
Is there any point in which those descents become counterproductive either to, you know, the Fed's communication and the messaging around the policy path forward. >> I wouldn't I don't feel that we're at that point at all. I don't I I would say again, these are these are good, thoughtful, respectful discussions and you hear people say, and you'll hear you hear many many outside analysts say the same thing.I could make a case for either for either side. I mean, I I could make that case. It's it's a close cal ...
There could have been six FOMC dissents, says JPMorgan's Kelly on rate cut
Youtube· 2025-12-10 19:48
All right, let's go back now to our panel. We got Jim, Francis, and David. Francis, I want to go to you because let's talk about the job market.And I'm going to compare the last meeting minutes, and you'll forgive me. I got to look down and read it. Here's what they said at the last meeting minutes about the job market.They said the unemployment rate is edged up, but remained low through August. So, they said, "Oh, okay. It's edged up, but it's low this year." First paragraph, the unemployment rate has edge ...
Why former CEA chair Jason Furman says he would vote against a rate cut
Youtube· 2025-12-10 18:47
Markets are widely expecting a third quarter point cut in the last Fed meeting of the year. The definitive odds are at 91% today, but our next guest says the market has it wrong and easing is a mistake because inflation is well above target. Joining us now is Jason Ferman, former chair of the Council of Economic Adviserss under President Obama, now with Harvard's Kennedy School.Jason, it's great to have you here. I did ask our previous more dovish guest, I don't know if you caught that, um why he thinks tha ...
Why former CEA chair Jason Furman says he would vote against a rate cut
CNBC Television· 2025-12-10 18:47
Markets are widely expecting a third quarter point cut in the last Fed meeting of the year. The definitive odds are at 91% today, but our next guest says the market has it wrong and easing is a mistake because inflation is well above target. Joining us now is Jason Ferman, former chair of the Council of Economic Adviserss under President Obama, now with Harvard's Kennedy School.Jason, it's great to have you here. I did ask our previous more dovish guest, I don't know if you caught that, um why he thinks tha ...
Fed Watch: Will Jerome Powell Goose the Stock Market?
ZACKS· 2025-12-10 18:21
The Federal Reserve will conclude its most contentious FOMC meeting of the year this afternoon, and the outcome has the potential to meaningfully sway markets. There is a real possibility this turns into a “sell the news” event, but if that happens, I also see several areas where investors may want to consider rotating.Just a month ago, futures were pricing the odds of a rate cut at roughly 50/50, a shift that triggered a sharp bout of volatility. Indexes ultimately fell only about 6% from their highs, but ...
The Big 3: XOM, JPM, TLT
Youtube· 2025-12-10 17:30
Welcome back to Trading 360. I'm Marley Kaden. It's time for the big three.We've got three stocks, three charts, and three trades. Rick Dat will take us through the charts. And here to take us through the trades is Don Kaufman from Theo Trade.Great to have you both with us as always. Don, you know the drill. Big picture thought.It's Fed Day. We are seeing a bit of a mixed picture right now as I take a look at the big board ahead of the decision at 2 PM Eastern. You know, what are your thoughts on the action ...
Investors anticipate Fed to cut interest rates, what to expect from Adobe and Oracle earnings
Youtube· 2025-12-10 15:15
Welcome to Yahoo Finance's flagship show, Morning Brief, presented by Robin Hood, the home to commission free trading. I'm Julie Hyman. Let's get to the three things you need to know today.[music] First up, the Fed decides. The US central bank will issue its final rate decision of the year [music] today. Investors are pricing in a quarter point cut.However, the path forward for rates [music] is not as clear. Traders will be closely watching JPAL's press conference for any indication on the Fed's plan for in ...