Guggenheim CIO Predicts Fed Rate Cuts and Economic Resilience in 2025 DAVOS, Switzerland — Ann Walsh, chief investment officer (CIO) of U.S. asset management firm Guggenheim Partners, announced on January 20 that the U.S. Federal Reserve has implemented interest rate cuts nearly every quarter in 2025, totaling between 75 and 100 basis points (bp). Speaking … Read more
U.S.Treasury yields Surge as Trump Victory Sparks Policy Shifts and Market Uncertainty On January 8, 2025, the U.S. Treasury market witnessed a significant shift as yields on long-term bonds surged faster than those on short-term bonds, reaching multi-month highs. This divergence in yield movements reflects growing market anticipation of policy changes under the incoming … Read more
Understanding IMM Currency Futures: A Deep Dive into Market Dynamics Table of Contents Understanding IMM Currency Futures: A Deep Dive into Market Dynamics What Are IMM Currency Futures? The Role of IMM Data in Market Analysis Real Demand and Its Impact on Currency Movements Long-Term Insights from IMM Data Conclusion: IMM Data as … Read more
Trump’s Return: Navigating the 2025 Economic Landscape Table of Contents Trump’s Return: Navigating the 2025 Economic Landscape Dollar’s dominance and Market calm: Navigating 2024’s Economic Landscape A Year of Unexpected Calm: Volatility’s Absence Bitcoin Soars to New Highs, Fueling Crypto Stock Rally Crypto Market Soars: Bitcoin and Related Stocks See Major Gains The return of … Read more
Inflation Fears Grip US Bond Market as Fed Rate Cuts Slow Table of Contents Inflation Fears Grip US Bond Market as Fed Rate Cuts Slow Fed Rate Cut Outlook: Experts weigh In on 2024 and Beyond The Shadow of Tariffs Fed Holds Steady on Interest Rates Amid Economic Uncertainty Global Chip Shortage Continues to Squeeze … Read more
Is Europe the New frontier for Value Investors? Concerns are mounting in the US about skyrocketing stock valuations.The current market climate might be ripe for a correction, prompting investors to explore alternative markets for better value. One region increasingly in the spotlight? Europe.While not a guaranteed safe haven, European equities are presenting a compelling case … Read more