The window dressing phenomenon is expected to again influence financial market movements throughout 2025, especially as each quarter approaches its close. This strategy is generally employed by investment managers to enhance portfolio performance in periodic reports, often encouraging the strengthening of risky assets such as stocks. However, this shift in sentiment also has different implications for hedge funds, particularly gold. Quarter One (Q1): Limited Pressure for Gold At the end of March 2025, Q1 window dressing tended to be moderate. Funds began flowing into blue-chip stocks after...
The U.S. Federal Reserve is expected to cut interest rates on Wednesday as policymakers grapple with a data gap caused by the recent government shutdown and address conflicting views about the risks facing the economy. The anticipated quarter-percentage-point cut is likely to be accompanied by an uncertain or even aggressive approach to the interest rate path next year, given the division among policymakers between those skeptical about the need for more rate cuts amid persistently high inflation and those who believe the economy and job market could weaken if the U.S. central bank doesn't...
Federal Reserve (Fed) officials are expected to cut interest rates again on Wednesday, marking the third consecutive rate cut. However, many analysts believe that after this move, the Fed will likely pause and not rush to cut rates again early next year. This is because some officials are starting to worry that excessive cuts could trigger an overheated economy. Within the Fed itself, there are sharp differences of opinion. Some believe that interest rates are currently at a "neutral" level, meaning they are neither slowing nor accelerating economic growth. On the other hand, others believe...
The Reserve Bank of Australia (RBA) kept its benchmark interest rate unchanged at 3.6% for the third consecutive year at its final meeting on Tuesday. The decision was unanimously adopted by the nine-member board amid a combination of resurgent inflationary pressures and a still-tight labor market. In its statement, the RBA emphasized that its next move would depend heavily on incoming economic data, and that it needed more time to assess the strength and persistence of inflationary pressures. Following the decision, the Australian dollar weakened to around US$0.6616, while the three-year...
The U.S. Federal Reserve's meeting this week will begin to set expectations for President Donald Trump's upcoming nominee to lead the central bank, potentially leaving policymakers in a bind between inflation concerns shared broadly and Trump's demands for interest rate cuts. A quarter-percentage-point rate cut seems a given at the two-day meeting that ends on Wednesday, but language around that decision and accompanying economic projections will show whether the next chair will take over a body primed against further cuts or more open to argument and with a more dovish near-term...
The FOMC is expected to cut interest rates by 25 basis points with potential dissent, reflecting the tension between inflation risks and weakening employment. Federal Reserve Chairman Jerome Powell is likely to emphasize data-driven policymaking ahead of January, while the new dot chart may still underestimate the influence of the incoming Trump administration's policies, reports Rabobank Senior US Strategist Philip Marey. Powell is expected to downplay policy divisions. "We expect the FOMC to cut the federal funds rate by 25 basis points to its target range of 3.50–3.75% from 3.75–4.00%....
Asian stock markets fell in unison on Thursday, following Wall Street's decline. A brief rally in tech stocks led by Nvidia quickly faded, prompting investors to turn away from riskier assets like...
Pasangan mata uang EUR/USD mengawali pekan ini dengan nada sedikit melemah di sesi Asia, diperdagangkan di sekitar 1,1730, turun kurang dari 0,10% dalam sehari. Meski terkoreksi, euro masih berada...
US President Donald Trump said on Monday that the United States may store and possibly sell oil seized off the coast of Venezuela in recent weeks, as Reuters reported on Monday.
Trump added that...