Investors More Confident in Soft Landing as FED Rate Cut Expectations Rise

In this Markets & Economy video, Andrew Holland, CEO of Avendus Alternate Strategies LLP, reaffirms our longstanding view that a 25-basis point rate cut is likely for September 2024 after an extended period of pause. He believes that the swiftly cooling labor market has pressured the Fed to take action now to prevent potential growth setbacks. Holland also expresses concerns about the unintended effects of the yen carry trade on bond yields and emerging market flows, particularly as the yen continues to appreciate. Additionally, he notes that as the U.S. economy approaches a soft landing, volatility is expected to persist.

#Markets #Economy #FED #InterestRates #Recession #MarketOutlook

FOLLOW US ON:

X: @Avendus
  / avendus  

Linkedin: @Avendus
  / avendus  

Instagram: @avendusgroup
  / avendusgroup