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Last week concluded with an abrupt escalation of the US-China trade war, threatening to derail upcoming talks between President Trump and Xi in Seoul, South Korea scheduled for the end of the month.
Democrats and Republicans once again are squared off against each other over whether to keep the federal government funded. Sadly, we have been here before; eventually one side caves and life goes on until the next funding crisis.
The Fed is cutting interest rates, stocks are at record highs, tariffs are bringing billions of dollars into the US Treasury, and adjustable-rate mortgages are making a comeback as buyers seek lower rates. What could go wrong?
This week’s big event is the Fed’s September 16th-17th FOMC meeting. We expect, like most analysts, to see a 25-bps rate cut. Finally! Labor market weakness is too significant to be ignored. We also expect that the Fed meeting will indicate two more cuts this year and leave the door open to more in 2026.
Inflation numbers rose by 0.4% month-o-month for August and 2.9% y-o-y, according to the latest CPI report.
Mr. Market will have plenty to consider during the upcoming week.
Last week concluded with an abrupt escalation of the US-China trade war, threatening to derail upcoming talks between President Trump and Xi in Seoul, South Korea scheduled for the end of the month.
Democrats and Republicans once again are squared off against each other over whether to keep the federal government funded. Sadly, we have been here before; eventually one side caves and life goes on until the next funding crisis.
The Fed is cutting interest rates, stocks are at record highs, tariffs are bringing billions of dollars into the US Treasury, and adjustable-rate mortgages are making a comeback as buyers seek lower rates. What could go wrong?
This week’s big event is the Fed’s September 16th-17th FOMC meeting. We expect, like most analysts, to see a 25-bps rate cut. Finally! Labor market weakness is too significant to be ignored. We also expect that the Fed meeting will indicate two more cuts this year and leave the door open to more in 2026.
Inflation numbers rose by 0.4% month-o-month for August and 2.9% y-o-y, according to the latest CPI report.
Mr. Market will have plenty to consider during the upcoming week.
Smith's Research & Gradings focuses on the people, sectors and news that matter the most to you. Smith's analysis is an indispensable part of Wall Street and the world's capital markets. Our approach was inspired by the need for a consistent analytical approach across all asset classes.
Let a subscription to The Global Economic Doctor provide you with access to sovereign news, analysis and insights. Concise and powerful, the Global Economic Doctor spans the globe, giving you a read on how today’s market developments and key players are impacting your business around the planet.
Smith's Research & Gradings focuses on the people, sectors and news that matter the most to you. Smith's analysis is an indispensable part of Wall Street and the world's capital markets. Our approach was inspired by the need for a consistent analytical approach across all asset classes. Smith's Gradings are a time-tested, performance proven, and principles-based approach to risk. We go beyond the numbers to connect the dots for the world's decision makers. We can enhance the performance of investments in assets around the globe, while helping to ensure the safety of portfolios here at home.
Let a subscription to The Global Economic Doctor provide you with access to sovereign news, analysis and insights. Concise and powerful, the Global Economic Doctor spans the globe, giving you a read on how today’s market developments and key players are impacting your business around the planet.
