You might be wondering, “Why should I care if the US central bank cuts interest rates?” Well, here is the deal: the US is a major player in the global economy, and central banks around the world keep a close watch on its moves to guide their own economic decisions. There is an old saying:…
The Fed goes 50
The Federal Reserve finally (yes, finally) pulled the trigger on a rate cut, shaving off half a percentage point, the high end of what everyone was guessing. A cut was all but inevitable, with just one burning question before Wednesday: How much? Would it be the polite quarter-point that says, “we are being careful,” or…
The final countdown
With only hours remaining before the first Fed rate cut of the cycle, traders are still uncertain about the size of the rate cut. Is the Fed willing to brave a big move? I will be shocked if the Fed goes for 50 basis points. It is striking to see some of the same pundits…
Pausing the markets for mooncakes
Happy Mid-Autumn Festival to all my investors and partners celebrating. While the markets are buzzing about the Fed rate cut, I’m taking a well-deserved pause to enjoy mooncakes with my family. After all, there is nothing like a full moon to remind us that markets, like the moon, have their phases or cycles. So, while…
Survey Monday
The clock is ticking. All eyes are on the Federal Reserve this week as it marks the start of the much-anticipated easing cycle. Yeah, the Fed’s monetary policy committee is widely expected to cut interest rates for the first time since 2020, making this central bank meeting one of the most important ones ever in…