Fed cuts rates by 50bp. What’s next?

Tiger_James Ooi
09-19
Summary:
  • The FOMC cuts rates by 50 basis points, bringing the federal funds rate to a range of 4.75% to 5%.

  • The latest Fed Dot Plot suggests there will be another 2 cuts (50bp) by 2024, followed by 4 more cuts (100bp) in 2025.

  • However, traders are expecting more cuts (3 additional cuts by 2024, followed by 6 more in 2025), according to CME FedWatch.

     

Conclusion:
  • The Fed’s significant rate cut of 50bp shows its determination to stay ahead of the curve and prevent a hard landing.

  • Market participants now believe the U.S. economy is headed for a soft landing at worst.

  • While it looks like stocks are poised to rally, there’s a possibility that investors have already priced in much of the anticipated 2024 and 2025 rate cuts.

  • Investors should be cautious of the election uncertainties that may weigh on the equity markets in September and October.

Take Profit as S&P Hits 5800 or Hold Till 6000?
As the stock market hits record highs more than 40 times this year, there are concerns that history might repeat itself and another financial crisis could occur. ---------------- Will S&P 500 hit 6000 by year-end as institutions predict? Would you take profit and stay cautious ahead or hold till the year-end?
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.

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