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Goldman Sachs The Markets
Does the market need rate cuts?
Apr 19, 2024
Global head of trading strategy, Josh Schiffrin, discusses contrasting central bank policies, market sentiment shifts amid geopolitical tensions, and upcoming data impact analysis in the markets.
09:26
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Quick takeaways
- The market's adjustment to better economic data suggests reduced expectations for rate cuts this year.
- Investors closely monitor central bank divergence and geopolitical tensions affecting commodity markets like oil and gold.
Deep dives
Market Reaction to Strong Economic Indicators
The markets are adjusting their expectations for Fed rate cuts due to better-than-expected economic data, including robust job gains, strong GDP, and hot inflation readings. The economy has proven resilient to higher rates, leading to reduced expectations for rate cuts this year. This shift indicates a potential move towards a different economic regime with higher neutral rates.
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