关于「Ming Securities」的内容列表
TD Securities pointed out that Trump's tariffs could have a huge impact on precious metals prices, but more importantly... click to view...
Molly McGown, U.S. interest rate strategist at TD Securities, said the upcoming CPI would serve as a "higher threshold" for the Federal Reserve to pause its rate-cutting program at its next meeting after the jobs data is released. TD Securities expects the Fed to pause rate cuts early next year as policymakers review Trump's fiscal policy after he takes office in January. "We know from Powell that once he knows what the actual policy is, he will start putting it into the policy framework," Molly...
TD Securities: It is expected that the future policies of US President-elect Trump will cause the Federal Reserve to delay interest rate cuts, so we have adjusted our expectations for the Federal Reserve's policy in 2025.
Analysts at TD Securities said in a recent note that the probability of a rate cut of 25 basis points to 50 basis points will be close. In our view, the dot plot will be the most important part of the Fed's guidance, as well as Chairperson Powell's press conference. The Fed's forward guidance is expected to be broadly dovish.
Gennadiy Goldberg, head of U.S. interest rate strategy at TD Securities, believes that the initial request data is very positive for the market as a whole. It reinforces the fact that the growth momentum in the labor market is not slowing as reflected in the non-farm payrolls report, and it also reinforces that there are no very significant layoffs in the economy. What it confirms is that we are seeing an increase in the unemployment rate due to the addition of new labor rather than massive layo...
TD Securities: The Fed is now expected to cut rates by 75 basis points in 2024 and 25 basis points each in September, November and December.
