Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds

seekingalpha11-07

Darren415 The potential for inflationary pressures to flare-up from Trump administration policy plans could hamper the Federal Reserve’s flagging of future rate cuts, Interactive Brokers' (IBKR) top ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2481897681?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1386666682/image_1386666682.jpg?io=getty-c-w750","is_english":true,"pubTime":"2024-11-07 06:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2481897681","market":"sg","top_or_hot":-1,"title":"Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds","media":"seekingalpha","content":"<div>\n<p>Darren415 The potential for inflationary pressures to flare-up from Trump administration policy plans could hamper the Federal Reserve’s flagging of future rate cuts, Interactive Brokers' (IBKR) top ...</p>\n\n<a href=\"https://seekingalpha.com/news/4258239-feds-confidence-in-flagging-rate-cuts-might-wane-as-trumps-economic-impact-unfolds\">Source Link</a>\n\n</div>\n","source":"seekingalpha_trending_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 06:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4258239-feds-confidence-in-flagging-rate-cuts-might-wane-as-trumps-economic-impact-unfolds><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Darren415 The potential for inflationary pressures to flare-up from Trump administration policy plans could hamper the Federal Reserve’s flagging of future rate cuts, Interactive Brokers' (IBKR) top ...</p>\n\n<a href=\"https://seekingalpha.com/news/4258239-feds-confidence-in-flagging-rate-cuts-might-wane-as-trumps-economic-impact-unfolds\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"KBE","symbol_name":"银行指数ETF-SPDR KBW","start_time":0,"source_url":"https://seekingalpha.com/news/4258239-feds-confidence-in-flagging-rate-cuts-might-wane-as-trumps-economic-impact-unfolds","article_id":"2481897681","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1386666682/image_1386666682.jpg?io=getty-c-w750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481897681","pubTimestamp":1730933661,"sourceInfo":{"source_id":"seekingalpha_trending_news","name":"Seeking Alpha Trending News"},"weMediaInfo":null,"summary":"Darren415 The potential for inflationary pressures to flare-up from Trump administration policy plans could hamper the Federal Reserve’s flagging of future rate cuts, Interactive Brokers' (IBKR) top s","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"KBE":"银行指数ETF-SPDR KBW","KRE":"区域银行指数ETF-SPDR KBW","BK4585":"ETF&股票定投概念","IEF":"债券指数ETF-iShares Barclays 7-10年","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF","IBKR":"盈透证券","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","XLRE":"Real Estate Select Sector SPDR Fund","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4588":"碎股","BK4550":"红杉资本持仓","VOO":"Vanguard标普500ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","UPRO":"三倍做多标普500ETF","XLU":"公共事业指数ETF-SPDR","SGOV":"iShares 0-3 Month Treasury Bond ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","BK4561":"索罗斯持仓","LU0971096721.USD":"富达环球金融服务 A","BK4581":"高盛持仓","OEX":"标普100","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","BK4504":"桥水持仓","TLT":"20+年以上美国国债ETF-iShares","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4127":"投资银行业与经纪业","SPY":"标普500ETF"},"translate_title":"随着特朗普经济影响的显现，美联储对缓慢降息的信心“可能会减弱”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IBKR":1,"SHY":1,"SGOV":1,"SPY":1,"SPY.AU":1,"KRE":1,"KBE":1,"US10Y.BOND":1,"IEF":1,"US12M.BOND":1,"US2Y.BOND":1,"US30Y.BOND":1,"US3Y.BOND":1,"US5Y.BOND":1,"US6M.BOND":1,"US7Y.BOND":1,"VOO":1,"XLRE":1,"XLU":1,"SDS":0.6,"UPRO":0.6,"TLT":0.6,"SSO":0.6,"US912797HE00.BOND":0.6,"SPXU":0.6,"SH":0.6,"ESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,".SPX":0.6},"content_text":"Darren415 The potential for inflationary pressures to flare-up from Trump administration policy plans could hamper the Federal Reserve’s flagging of future rate cuts, Interactive Brokers' (IBKR) top strategist said.  Stocks (SP500)(COMP:IND)(DJI) jumped Wednesday after Republicans won control of the White House and the Senate in Tuesday’s federal elections. Treasury yields (US10Y)(US2Y), meanwhile, soared as bond prices slid. The moves took place before the Federal Open Market Committee was expected to continue cutting interest rates on Thursday.  The “fly in the ointment is interest rates,” IBKR’s Chief Strategist Steve Sosnick said in a note Wednesday. Bank stocks (KBE) (KRE) on Wednesday jumped as the yield curve steepened and investors anticipated a loosening of government regulations, but the rate-sensitive Utilities (XLU) and Real Estate (XLRE) sectors were “not enjoying the 10bp-20bp rise in rates,” Sosnick said. The benchmark 10-year Treasury yield (US10Y) spiked up as much as 19 basis points to 4.47% before paring back to 4.44%. Bond yields have been climbing in recent weeks, with traders determining that U.S. debt and deficits will rise under a new White House administration.  “Bond vigilantes seem to be fretting that a combination of lower tax rates and increased tariffs will poke holes in the budget that will need to be filled by higher Treasury issuance,” Sosnick said. President-elect Donald Trump has called for U.S. tariffs on goods imported worldwide. “Also, there are concerns that deporting millions of low-wage workers could raise wages – which is good for the blue-collar voters who opted to vote red – but create renewed inflationary pressures,” Sosnick said. A Trump spokeswoman told Fox News on Wednesday the incoming administration plans to launch “the largest mass deportation operation of illegal immigrants,” upon entering government.  “It is difficult to expect [Fed policymakers] to deviate from the 25bp cut that the market expects, but their confidence in signaling future cuts might wane,” Sosnick said, adding that a “lack of clarity” could push yields higher.  “Bearing in mind that higher rates reduce the present value of future cash flows, increase costs to corporate and individual borrowers alike, and provide competition for equities, the future path for stocks is heavily dependent upon the outlook for bonds,” he said.  In equities Wednesday, the S&P 500 (SP500)(SPY)(VOO), the Nasdaq Composite (COMP:IND) and the Dow Jones Industrial Average (DJI) ended at record highs.  Here are a few ETFs tracking Treasurys: (IEF), (TLT), (SHY), and (SGOV).  Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481897681"}