Bloomberg Surveillance: Holiday Equity Markets
Bloomberg Surveillance
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Market Expectations for Rate Cuts Overstated
They discuss the market's expectations for future interest rate cuts and their impact on the equity markets. They believe that the central bank will keep rates on hold despite market expectations of 100 basis points of rate cuts by the end of next year. They also analyze the correlation between the Fed's interest rate decisions and the equity markets, emphasizing the importance of long-term real rates for equities.
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