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Fed Rate Cut – There’s No Turning Back

August 26th, 2024

  • Jerome Powell gives am emphatic message that the Fed will cut rates

  • The market expects measured rate Fed cuts, at 25bps per meeting, over the next six months

  • The pace of rate cuts will be data dependent and could be more aggressive if the labour market shows further weakness

  • The dollar's recent weakness may encourage investors to seek opportunities away from the US.

  • Be mindful that history tells us that US rate cuts don't necessarily mean better times for US equities



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