CME Group’s Post

Check out this great piece by the WSJ 👇 "The Federal Reserve’s big interest-rate cut last week is rippling through markets. With additional cuts expected in the months ahead, investors are looking to history to gauge what’s next. First, the good news: Since the 1980s, investments such as stocks and corporate bonds have tended to perform well in the 12 months after the Fed begins to cut rates." https://lnkd.in/gRXdGEqw

Historic gains in domestic small cap equities this month have sparked investor curiosity about a potential long-term run, echoing patterns from the mid-1990s where interest rate cuts led to sustained outperformance. Our latest market note delves into historical trends and the current market environment, drawing parallels to past soft landings by the Fed. https://lnkd.in/gYrpwU6z

This is NOT your usual equities year We all know that September is usually the worst month for stocks. While this is generally true, election years are often the exception to the rule. We often observe a de-risking into the election and a recovery only afterwards. This means, that the usual october bounce could be delayed! Owning volatility could be interesting from a seasonal pattern, too. Actually even more given the still high degree of uncertainty about the size of the upcoming first rates cut from the fed! You enjoyed the post? 👍 like it 💬 tell me what you think and leave a comment 🔔 follow me and hit the bell to make sure you´re getting notified about the next update on global financial markets

Equities are holding steady amid positive earnings and Federal Reserve remarks, but traders are wary ahead of key inflation reports. The S&P 500 is at a critical juncture, testing March's all-time high. Our Newton models point to a resurgence in Foreign Developed markets, especially in Europe. Learn more in This Week On Wall Street: https://lnkd.in/dsPTKtrX #StockMarket #Economy #Inflation #NewtonInsights #ThisWeekOnWallStreet

🌐 September Market Review | The Federal Reserve officially began its easing cycle with a 50 basis point rate cut in September, giving investors fresh insights. Equities surged while bonds performed solidly. With inflation cooling, the focus is now on employment and the consumer. For more insights, check out our September Market Review and Data Recap on our website. #MarketReview #FederalReserve #InvestmentInsights

“While the Fed stuck with their projections for three interest-rate cuts later this year, policymakers also raised their economic growth expectations and lowered unemployment forecasts," noted Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM to Bloomberg's Jessica Menton after Wednesday's Federal Reserve meeting, adding that those conditions are adding fuel to the soft-landing narrative that the stock market loves. #stockmarket #investors #economy #softlanding https://loom.ly/8cQkvP0

U.S. equity markets have shifted into a holding pattern with a second consecutive week of slight losses following the sharp rally since the end of October in which the S&P 500 surged over 21%. Last week’s hotter-than-expected consumer and producer inflation reports threw more cold water on near-term rate cut expectations ahead of this week’s Federal Reserve meeting. Market participants are once again assessing the potential for rates to be held higher for longer if the final mile in the inflation fight isn’t as smooth and swift as anticipated coming into this year. Continue reading our Private Wealth Advisors Weekly Investment Perspectives newsletter for March 19, 2024. https://bit.ly/3x7G87e #privatewealth #privatewealthmanagement #marketupdates #financialmarkets #economynews #bonds #stocks #markets #investingnews #equities

Only put off until tomorrow what you are willing to die having left undone. European and US stock futures are trading a bit mixed today, reflecting traders' conflicted emotions following the Fed Chairman's failure to meet market expectations. However, smart investors understand that the Chairman's approach in his speech last night provided valuable insights. He acknowledged that there will be more rate cuts and emphasized that the extent of these cuts will depend on economic data. The mixed trading in stock futures suggests that investors are assessing the implications of the Chairman's remarks and weighing them against their own expectations. It is important to remember that the Chairman did not explicitly state that the next rate cut would be as drastic as anticipated by some. This indicates that the Fed is taking a cautious yet proactive stance, closely monitoring economic indicators to prevent a hard landing. To navigate this uncertain market environment, investors should stay informed and closely follow economic data releases. The Fed's commitment to preventing a hard landing suggests that they may need to reduce interest rates more aggressively in the future. By staying vigilant and making well-informed investment decisions, investors can position themselves strategically to potentially benefit from market movements. Don't let the Fear of Missing Out hold you back. Act now to optimize your Health Savings Account (HSA) investment strategy. #hsa #investing #healthcare #health #family #wellness 💪📈🔍

U.S. equities added to a banner year of gains in September, coming from a diverse group of market sectors. The Fed came out of the gates swinging like the late, great, Jackie Robinson with an aggressive rate cut, while inflation remained in check. Read more about these points and more in the latest monthly newsletter from Plimoth Investment Advisors. https://ow.ly/vCXk50TIK83