September 23rd, 2024
The Fed makes a good start to the rate cutting cycle, trimming rates by 50bps
The peaking of US policy rates often means trouble ahead; we hope this time is different
US inflation is certainly in abeyance but not totally beaten
Asian and emerging equity markets offer good upside as they cut rates
Japan and India with their medium-term positive fundamentals offer further upside.
You will still need your gold
