Benzinga Market Summary: Disney Surges On Strong Q4 Results, S&P Falls Slightly, PPI Figures Fall Relatively In Line With Estimates
Where is the end point of this round of Fed rate cuts? Goldman Sachs: Around 3.25-3.5%, 100 basis points higher than the peak of the previous cycle.
Goldman Sachs pointed out that there are two main reasons for the adjustment of the neutral rate, including the rise in interest rates in the bonds market and the updated estimates of the neutral rate by economic models. Furthermore, the adjustment is also supported by current strong fiscal spending and non-monetary policy factors such as risk appetite.
Nvidia Tops List of Favored S&P 500 Stocks on Expected Sales Growth Through 2026
USA Crude Oil Inventories A Build Of 2.089M Barrels Vs A Build Of 0.400M Barrels Est.; Build Of 2.149M Barrels Prior
Trump wants to "interfere" with mmf policy? A Federal Reserve governor supports the independence of the central bank.
Kudrin pointed out that an independent central bank has higher credibility in the financial markets and among the public, can stabilize inflation expectations, and achieve inflation stability.
Charlie Munger: In the long run, "avoiding stupidity" can make us more outstanding.
Control the initial irrational emotions. When you are subjected to a huge stimulus, you may exhibit many strange behaviors. If you can remain wise during such times, you will benefit.