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 Fed will meet on October 28-29, 2025. This meeting is crucial because the market still considers the possibility of an interest rate cut, but its direction will be heavily influenced by the September CPI (US inflation) release, which was rescheduled to Friday, October 24 due to the shutdown. Therefore, the Fed is really waiting for the data before making a decision. In his last speech (October 14), Fed Chairman Jerome Powell said the US economy was "stronger than expected," but the job market was weakening. This means the Fed remains cautious and will determine policy on a...
According to a poll by Reuters, 115 of 117 economists have predicted that the Federal Reserve (Fed) will reduce interest rates by 25 basis points (bps) to 3.75%-4.00% in the monetary policy announcement on October 29. For the entire year, the United States (US) Fed will cut its Funds Rate twice more this year, say 83 of 117 economists, 32 say once. The bigger risk to the Fed rate policy by the end of this cycle is that it would set rates too low, say 25 of 33 economists. Despite intensified speculation among economists that the Fed will reduce interest rates in its two upcoming policy...
The Federal Reserve will go into a policy meeting next week with its view of the economy obscured by a U.S. government shutdown that has suspended the release of key data, a less-than-ideal situation for policymakers divided over which risks deserve the most attention. Official employment data hasn't been released since the shutdown of the federal government began on October 1, but what information that remains available points to still-weak job growth. The Fed's own economic field reporting, still underway at the self-funded central bank, showed possible cracks in consumer spending, and...
Federal Reserve Governor Christopher Waller said on Thursday he favors another interest rate cut at the U.S. central bank's policy meeting later this month because of worrisome labor market developments, while a colleague again made the case for an even more aggressive path of cuts. "Based on all of the data we have on the labor market, I believe that the (Fed's policy committee) should reduce the policy rate another 25 basis points" at the end of October, Waller said in a speech given to a Council on Foreign Relations gathering in New York. What comes after that meeting, Waller said,...
Federal Reserve Governor Christopher Waller said on Thursday he's on board with another interest rate cut at the U.S. central bank's policy meeting later this month because of the mixed readings on the state of the job market. "Based on all of the data we have on the labor market, I believe that the (Fed's policy committee) should reduce the policy rate another 25 basis points at our meeting that concludes October 29," Waller said in the text of a speech to be delivered before a gathering of the Council on Foreign Relations in New York. What comes after that meeting, Waller said, depends...
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...