John Hancock: Fed Trims Rates – What Next?
The highly anticipated Fed rate-cutting cycle gets off to a relatively aggressive start. We take a closer look at what this could mean for investors. Fed kicks off easing cycle The Federal Open Market Committee decided to lower the Fed funds rate by 50 basis points (bps) on Wednesday, bringing the U.S. policy rate […]
Visual Capitalist: Average GDP Growth Rates For The Next 10 Years, By Country
Since 2021, hedge fund manager Ray Dalio has published reports on global power dynamics amid evolving geopolitical and economic trends. In particular, Dalio analyzes the future prospects of major nations, shaped by labor market forces, economic stability, and social factors. Looking ahead, many advanced economies are expected to experience slower growth as they […]
John Hancock: Weekly Market Recap Week Ended September 20
Fed goes for 50 As expected, the U.S. Federal Reserve on Wednesday cut its key lending rate, and it opted for a reduction of 50 basis points―or 0.50%—rather than a more incremental 25-point cut that some had forecasted. The move was backed by 11 of 12 Fed voting members and left the Fed funds range […]
Global X: Gold’s Ascent To All-Time Highs
Gold has staged an impressive rally thus far in 2024, with the metal recently hitting an all-time high. We believe that recent price levels could be sustainable, potentially supported by likely Federal Reserve interest rate cuts, the possibility of a “higher for longer” inflationary environment, and recently robust physical market demand. In our view, gold […]
Visual Capitalist: How Do Sectors Perform After The First Interest Rate Cut?
How Do Sectors Perform After the First Interest Rate Cut? This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources. Federal Reserve chair Jerome Powell has signaled that interest rate cuts are on the horizon, amid a […]
John Hancock: Weekly Market Recap Week Ended September 13
Inflation moderation Stocks rose after a Consumer Price Index reading provided one of the last data points for the U.S. Federal Reserve prior to its consideration of an interest-rate cut at a meeting scheduled to conclude on Wednesday. The inflation report showed that consumer prices rose at a 2.5% annual rate in August, down from […]
LPL: Is September Seasonality a Headwind for Stocks?
Much as September is dreaded by many students as it’s time for back-to-school, this month is also not well-liked by many equity investors with an eye for seasonal patterns as, much like its start this year, September has historically been a poor month for equity markets. Markets traded down (S&P 500 shed over 2%) on […]
Visual Capitalist: Visualizing The Decline of U.S. Manufacturing, by Sector (2002-2022)
The Decline of U.S. Manufacturing, by Sector Between 2002 and 2022, the U.S. lost more than 45,000 manufacturing firms amid evolving global trade dynamics. While the U.S. was the world’s leading manufacturer up to 2010, production has fallen $2.4 trillion behind China as of 2022. Factors such as trade liberalization, including the North American […]
John Hancock: Weekly Market Recap Week Ended September 6
Mixed jobs data Ahead of a mid-September U.S. Federal Reserve meeting, the government reported on Friday that the economy added 142,000 jobs in August. While that figure was above the previous month’s gain, it was less than the consensus expectations for around 160,000. In addition, initial estimates for June and July were revised downward by […]
John Hancock: The Dividends Of Policy Divergence
The dividends of policy divergence The global interest-rate easing cycle is under way. We explore what that means for investors taking a global view on fixed-income opportunities while putting credit and currency risk in perspective. Key takeaways Active duration management matters once again From the vantage point of August 2024, the inflation pressures of recent […]