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Are tides turning in markets? With expected Fed rate cuts and US elections ahead, volatility looms. Geopolitical risks add uncertainty, but we see opportunity. We recommend a balanced approach with strategic equity and fixed income allocations.

Lombard Odier

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4,979,598 次观看 • 2 年前 •via X (Twitter)

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Markets still price an 88% chance of a Fed cut Sept 17. Inflation was as expected (PCE 2.6%, core 2.9%), but today’s PPI came in far below forecasts (headline 2.6% vs 3.3%). Combine that with weak jobs data, and the Fed has every reason to ease. Rate cuts are coming. Why sell before the Fed hands you a rate cut?

Markets still price an 88% chance of a Fed cut Sept 17. Inflation was as expected (PCE 2.6%, core 2.9%), but today’s PPI came in far below forecasts (headline 2.6% vs 3.3%). Combine that with weak jobs data, and the Fed has every reason to ease. Rate cuts are coming. Why sell before the Fed hands you a rate cut?

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