FEDERAL RESERVE News & Analysis

Our latest economic forecast for interest rates, inflation, and GDP growth. 

A smaller cut is narrowly expected, but a more aggressive move is possible.

While we recommended that investors underweight US equities in 2022, conditions in 2024 are much different.

The actions of the Federal Reserve will impact Australian Investors. Our latest economic forecast for interest rates, inflation, and GDP growth.

History provides some perspective on the fine line the government is trying to walk on inflation in the budget. 

The hot March CPI report has bond traders significantly paring back rate cuts in 2024.

Gold prices are up in the last two months in anticipation that interest rate increases are coming to an end.

While yields may be near their peak, the current range of rates could persist for some time.

It all depends on the inflation data.

We see steep Fed rate cuts coming in 2024 as inflation subsides.