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Fed holds rates steady, indicates three cuts coming in 2024
PUBLISHED WED, DEC 13 20232:00 PM ESTUPDATED 4 HOURS AGO
Fed interest rate decision December 2023: Fed holds rates steady, indicates 3 cuts coming in 2024 (cnbc.com)
" Along with the decision to stay on hold, committee members penciled in at least three rate cuts in 2024........
The committee&rsquo s &ldquo dot plot&rdquo of individual members&rsquo expectations indicates another four cuts in 2025, or a full percentage point. Three more reductions in 2026 would take the fed funds rate down to between 2%-2.25%, close to the long-run outlook, though there was considerable dispersion in the estimates for the final two years. "
Holding onto my sReits.
Should have loaded more FEHT.
Luzern ( Date: 04-Dec-2023 13:50) Posted:
FEHT up ~18% from 23th Oct low.
Ascendas up ~15% from 20th Oct low
MLT up ~14% from 26th Oct low.
MIT up ~10% from 1st Nov low
Luzern ( Date: 17-Nov-2023 11:46) Posted:
| Range from: 28% + 13% to 36% + 16% by end 2025 |
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10-year Treasury yield falls below 4.2% for first time since early September
PUBLISHED TUE, DEC 5 20234:18 AM ESTUPDATED 4 HOURS AGO
JOLTs job openings figures for October came in below expectations at 8.7 million, sliding 617,000 to the lowest level since March 2021. That fell short of a 9.4 million estimate from Dow Jones.
U.S. Treasury yield: 10-year Treasury yield falls below 4.2% (cnbc.com)
FEHT up ~18% from 23th Oct low.
Ascendas up ~15% from 20th Oct low
MLT up ~14% from 26th Oct low.
MIT up ~10% from 1st Nov lowLuzern ( Date: 17-Nov-2023 11:46) Posted:
| Range from: 28% + 13% to 36% + 16% by end 2025 |
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基 金 们 各 怀 鬼 胎 ， 各 出 奇 招 。
Powell 终 于 默 认 了 。 Prepare for FOMO action next week.
Luzern ( Date: 27-Nov-2023 16:39) Posted:
If interest rate is expected to have peaked and coming down in 2024, 2025, etcs? Where do you expect prices of stocks that are sensitive to interest rates and defensive in nature will be going?
Luzern ( Date: 15-Nov-2023 09:31) Posted:
| FOMO happening in sReits......as strong signs points to interest rate had previously peaked and going down from here on. In the 2nd part of the interest rate hike and cut cycle. |
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Keeping my sReits bought in Oct/Nov 2023 for the rate cut cycle.
Everywhere You Look, Rates Traders Are Piling Into Rate-Cut Bets
- Option structures for an economic hard landing are in demand
- JPMorgan Treasury client group has record net-long position
Fed interest cut in Q1? Bill Ackman feels rate cut coming ' sooner than market prediction&rsquo
1 min read 29 Nov 2023, 07:50 AM IST
Fed interest cut in Q1? Bill Ackman feels rate cut coming ' sooner than market prediction&rsquo | Mint (livemint.com)
Billionaire investor Bill Ackman is betting the United States Federal Reserve will begin cutting interest rates sooner than markets are predicting.
The Pershing Square Capital Management founder said such a move could happen as soon as the first quarter. Traders are fully pricing in a rate cut in June, with the chance of a cut happening in May priced at about 80%, according to swaps market data.
过 了 这 个 村 没 有 这 个 店
US recession will prompt 175 basis points in Fed cuts next year, DB economists say
November 28, 20234:42 AM GMT+8Updated a day ago
US recession will prompt 175 basis points in Fed cuts next year, DB economists say | Reuters
NEW YORK, Nov 27 (Reuters) - The Federal Reserve will cut rates more aggressively than markets are currently pricing in as a mild U.S. recession arrives in the first half of next year, economists at Deutsche Bank
(DBKGn.DE) projected on Monday.
In an outlook report, the Deutsche Bank economists projected 175 basis points in rate cuts in 2024.
| 08-Dec-2021 11:22 |
Trading Techniques / The Trading Floor  Go to Message
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I expect.....into 2023 and bottoming around end 2023 or 1st half 2024.
bystander1965 ( Date: 08-Dec-2021 11:16) Posted:
Those are excuses. It' s been known for so long.
Anyway, I have a feeling that this time when the unwinds happen it may take a lot longer.
Luzern ( Date: 08-Dec-2021 11:10) Posted:
| This time......it has bites........an official timeline for .tappering and 1st interest rate hike |
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Gold climbs higher on dollar dip, Fed pause bets
PUBLISHED MON, NOV 27 20231:15 AM ESTUPDATED MON, NOV 27 20233:42 PM EST
Gold climbs higher on dollar dip, Fed pause bets (cnbc.com)
" Traders widely expect the U.S. central bank to hold rates in December, while pricing in about a 50-50 chance of easing in May next year, CME&rsquo s FedWatch Tool shows."
If interest rate is expected to have peaked and coming down in 2024, 2025, etcs? Where do you expect prices of stocks that are sensitive to interest rates and defensive in nature will be going?
Luzern ( Date: 15-Nov-2023 09:31) Posted:
| FOMO happening in sReits......as strong signs points to interest rate had previously peaked and going down from here on. In the 2nd part of the interest rate hike and cut cycle. |
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Range from: 28% + 13% to 36% + 16% by end 2025
pkli899 ( Date: 16-Nov-2023 11:59) Posted:
Obviously many but not for the banks.
I would think 2nd half of 2024 is the earliest we see rate cut. |
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Obviously many but not for the banks.
I would think 2nd half of 2024 is the earliest we see rate cut.
Who will be the beneficiaries in the coming rate cutting phase, IMO, in the 2nd half of 2024?
FOMO happening in sReits......as strong signs points to interest rate had previously peaked and going down from here on. In the 2nd part of the interest rate hike and cut cycle.
奶 丝 !
Luzern ( Date: 19-Oct-2023 09:52) Posted:
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