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...
Fed Chairman Jerome Powell hinted that the central bank may stop shrinking its balance sheet in the coming months. The Fed chairman also indicated that the labor market outlook continues to deteriorate, a message that supports investor expectations for another interest rate cut this month. "Our long-held plan is to stop shrinking the balance sheet when foreign exchange reserves are slightly above a level we judge to be consistent with adequate foreign exchange reserve conditions," Powell said Tuesday in prepared remarks for an event with the National Association for Business Economics in...
Federal Reserve Chair Jerome Powell on Tuesday delivers his last scheduled remarks before the Fed's next meeting with the economy enjoying stronger-than-expected growth and a recent jump in productivity, but still adjusting to tariff and immigration policies that economists worry could lead to both higher inflation and higher unemployment. Challenging for a central bank responsible for keeping inflation low and employment as high as possible, Powell and his colleagues are also facing a drought of official data amid a U.S. government shutdown that has delayed the September jobs report and...
Global financial markets are moving cautiously following growing concerns about the United States' fiscal policy, which is considered too expansionary. The surge in the budget deficit and rising US government bond yields have led market participants to assess the risks of debt financing as increasing. Investors are beginning to weigh whether this fiscal pressure will limit the Fed's room to cut interest rates more aggressively next year. The US dollar remains strong, while gold prices tend to strengthen slightly due to increased demand for safe-haven assets amid policy uncertainty....
The latest minutes from the Federal Reserve's September meeting suggest policymakers are leaning toward further rate cuts this year. While most officials backed the quarter-point reduction, the discussion reflected growing concern about labour market risks and a more balanced inflation outlook. The tone overall was cautious but pointed to a continued easing bias. Most participants judged it would likely be appropriate to ease policy further over the remainder of 2025. Some participants noted financial conditions suggested policy may not be particularly restrictive. Those participants...
The minutes of the United States Federal Reserve's (Fed) monetary policy meeting on September 16-17 will be released on Wednesday at 6:00 PM GMT. The US central bank decided to cut its benchmark interest rate by 25 basis points (bps) to a range of 4%-4.25% at this meeting, but Fed Governor Stephen Miran preferred to cut the benchmark rate by 50 bps. Jerome Powell and co. decided to cut the benchmark interest rate in September The Federal Open Market Committee (FOMC) decided to cut the interest rate by 25 bps in September, in line with widely anticipated. In the policy statement, the Fed...
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...