关于「Quilter」的内容列表

Agencies: The Federal Reserve's expectations for future interest rate cuts are being greatly reduced

Quilter Investors analyst Lindsay James said in a note that the pace of future Fed rate cuts appeared to be far less certain than widely expected before the resolution. "The outlook is clouded by data on volatility in the labour market, as is the victory of Donald Trump," the investment strategist said. "Expectations of future Fed rate cuts are shrinking considerably compared to what many had initially hoped."

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2024-11-07 21:16:48
机构:美联储未来降息预期正大大缩减

Quilter Investors分析师LindsayJames在一份报告中表示,美联储未来降息的步伐似乎远不如决议前普遍预期的降息那么确定。“就业市场的波动数据给前景蒙上了一层阴影,唐纳德·特朗普的胜利也是如此,”这位投资策略师表示,“与许多人最初希望的相比,美联储未来降息的预期正在大大缩减。”

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2024-11-07 21:16:48
Strategist: Biden's withdrawal may bring volatility, but interest rate cut expectations remain the main driver

Lindsay James, investment strategist at Quilter Investors, said the withdrawal of US President Joe Biden from the US presidential race and his endorsement of Kamala-Harris has made a Trump victory less likely, and there could be some volatility in the market over the next four months. However, she wrote in a research note that expectations of rate cuts will remain a driver of market returns compared to campaign news. She added that the market is increasingly pricing in a Trump victory, with smal...

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2024-07-22 07:02:27
策略师:拜登退选或带来波动,但降息预期仍是主要驱动力

Quilter Investors投资策略师Lindsay James表示,美国总统拜登退出美国总统竞选并支持卡马拉-哈里斯,使得特朗普大获全胜的可能性降低,未来四个月市场可能会出现一些波动。不过,她在一份研究报告中写道,与竞选新闻相比,降息预期仍将是市场回报的驱动因素。她补充道,市场对特朗普获胜的定价越来越高,小公司部分受到广泛进口关税预期的提振。

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2024-07-22 07:02:27

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