Goldman discusses what the Fed policy outlook means for equities

Investor Sentiment On The Fed And New Chair Kevin Warsh

Investor Sentiment On The Fed And New Chair Kevin Warsh

Overpricing Fed Rate Hikes Amid Potential Cuts

The segment discusses the current market sentiment that appears to be overestimating the likelihood of Federal Reserve interest rate hikes. Reference is made to the '12th blue dot,' a hypothetical addition to the Fed's dot plot that would represent a signal for rate cuts this year, attributed to former Fed official Warsh. This suggests that despite market expectations, JPMorgan analysts anticipate the Federal Reserve will keep rates on hold throughout the year. The discussion highlights the impact of these expectations on stock market performance, with stocks falling as investor focus shifts toward the possibility of policy changes signaled by Warsh. (Source: Bloomberg)

Kevin Warsh Wants to Change the Way the Fed Works. How Will That Impact the Stock Market?

Warsh is intent on implementing major changes at the Fed.

2 Investment Giants Now Predict 3 Rate Hikes This Year

Hopes for rate relief from the Federal Reserve that permeated the start of the year have largely faded, and two investment management giants have updated their projections to include a steep move in the other direction. Bank of America and PGIM,...

मौद्रिक नीतिको वार्षिक समीक्षा : विस्तृत मुद्रा प्रदाय लक्ष्यभन्दा माथि

काठमाडौँ। चालु आर्थिक वर्षको वैशाखसम्म विस्तृत मुद्रा प्रदायको वृद्धिदर १५ दशमलव २ प्रतिशत पुगेको छ। नेपाल राष्ट्र बैंकले आज सार्वजनिक गरेको आर्थिक वर्ष २०८२/८३ को मौद्रिक नीतिको वार्षिक समिक्षा प्रतिवेदनमा निजी क्षेत्रतर्फ प्रवाहित कर्जाको वृद्धिदर भने छ दशमलव पाँच प्रतिशतमा सीमित रहेको जनाएको छ। केन्द्रीय बैंकले चालु आवका लागि विस्तृत मुद्रा प्रदाय १३ प्रतिशत र []