Global Market Views_ Easing Reduces Risk (Wilson_Trivedi)
informs·2024-10-07 16:08
2 October 2024 | 7:13AM EDT _ Global Market Views: Easing Reduces Risk (Wilson/Trivedi) 1. Fed easing for "risk management" should ease macro volatility. The large 50bp cut from the Fed in September surprised markets on the day, but in the medium term such a front-footed approach should reduce macro and market volatility. With the post-Covid inflation surge rapidly receding in the rear-view mirror, it makes sense for policymakers to move rates back to neutral as soon as possible and avoid taking unnecessary ...