The market might be very disappointed by the Fed again this year – Nordea
Source Fxstreet
Recent commentary by the Fed and continued strong data means we might have to wait much longer for US rates to go lower, analysts at Nordea say.
Markets are starting to realize that the upcoming rate cuts will not look like a normal cycle
The market is dialing back the pricing of rate cuts backed by continued strong data and commentary by the Fed.
For the central bank to cut in March, we would need to see low inflation prints for January and February, which does not seem unlikely, but the risk is the Fed will wait and in the meantime, inflation will start to move higher again on increases freight rates and renewed wage pressure. In the latter case, we might not see rate cuts this year at all.
Disclaimer: For information purposes only. Past performance is not indicative of future results.
Recommended Articles
2025 Black Friday is coming! Which stocks may see volatility?Coming on the day right after Thanksgiving in the United States, Back Friday marks the start of the holiday shopping season. Sales data from this shopping frenzy day reflects investor confidence and consumer trends.
The National Retail Federation (NRF) predicts that holiday season (Nov and Dec) retail sales in 2025 will likely exceed $1 trillion for the very first time, which represents a year-over-year increase of 3.7 to 4.2 percent.
Historic data from the past decade show that the retail sector has generally outperformed the S&P 500 during the weeks before and after Black Friday.
The following retailing companies are expected to be big winners:
Coming on the day right after Thanksgiving in the United States, Back Friday marks the start of the holiday shopping season. Sales data from this shopping frenzy day reflects investor confidence and consumer trends.
The National Retail Federation (NRF) predicts that holiday season (Nov and Dec) retail sales in 2025 will likely exceed $1 trillion for the very first time, which represents a year-over-year increase of 3.7 to 4.2 percent.
Historic data from the past decade show that the retail sector has generally outperformed the S&P 500 during the weeks before and after Black Friday.
The following retailing companies are expected to be big winners:
Bitcoin price action shows signs of a potential short squeeze as it hovers near $88,000, with analysts watching liquidity dynamics that could push it toward $89,000 or retrace to $85,000.
Bitcoin (BTC) price continues to trade in green above $91,500 at the time of writing on Thursday after rebounding from the key support level.
Bitcoin holds steady above $90,000 as traders eye $100,000, buoyed by Thanksgiving market lull.
Gold (XAU/USD) attracts fresh buyers during the Asian session on Friday and climbs to a two-week high, with bulls now eyeing to reclaim the $4,200 mark amid dovish US Federal Reserve (Fed) expectations.
