A new Fed rate-cut cycle, stronger domestic policy support, and a rebound in earnings could draw foreign investors back to Indian markets, says Julius Baer’s Mark Matthews.
The Monetary Policy Committee (MPC) can’t afford to sit on the fence—it’s time for bold monetary stimulus to support growth.
FOMC July Meeting: The U.S. Federal Reserve has kept the federal funds effective rate unchanged at the 4.25-4.5 percent mark, unchanged since December 2024.
FOMC Meeting July 2025: Much of the attention will be on whether Powell maintains a hawkish stance or signals a dovish pivot, especially in light of the latest US inflation data — including CPI and PCE figures for June
The U.S. Federal Reserve is expected to hold interest rates steady at its July 30 meeting, despite political pressure and rising inflation.
FOMC June Meeting: The U.S. Federal Reserve has kept the federal funds effective rate unchanged at the 4.25-4.5 percent mark, unchanged since December 2024.
US Fed Meeting Latest News Today (June 18): 'Everything we do is in service to our public mission,' says Powell amid Trump's ire
Investors anticipate the next rate cut won’t come until at least September, with another one potentially following in December. Powell will likely try to avoid saying anything too definitive about this year’s rate path.
GlassRatner Advisory's Seth Freeman said that while the Fed Chairman Jerome Powell has indicated a 50 bps interest rate cut this year, he has missed out a crucial point, which is the outlook on consumer credit.
The latest projections were largely in line with market expectations. According to the CME Group’s FedWatch tool, investors do not anticipate a rate cut before the Fed’s June meeting, with most expecting just one additional reduction in 2025.
Markets largely anticipated the central bank to keep rates steady at 4.25–4.50 percent, but investor focus remains on whether the Fed maintains its forecast for two rate cuts this year.
The market rally comes after a volatile Tuesday session, when a renewed sell-off erased gains from the previous two days.
The Federal Open Market Committee is poised to announce its decision later today, with markets largely anticipating the central bank to keep interest rates unchanged at 4.25–4.50 percent.
Wall Street slipped back into losses as investors braced for the Federal Reserve’s policy decision and economic projections. While markets expect rates to remain unchanged, focus will be on the Fed’s outlook for future cuts amid ongoing economic uncertainty.
The December move marked a full percentage point in reductions since September. The rapid pace produced a dissenting vote in September and another in December - each a rarity under Chair Jerome Powell.
Jerome Powell's decision to cut rates while inflation was not clearly decelerating was a mistake. US inflation has not met the Fed's target of 2%, remaining stubbornly above this threshold, said Andrew Freris.
Jerome Powell's comments have had an immediate impact on Bitcoin's market capitalisation, triggering a major fall after the Fed chair commented its position on holding the crypto asset.
The Federal Reserve’s rate cut echoed in the 2024 presidential campaign as well, with Democrat Kamala Harris praising the move while Republican Donald Trump implying the move may have been politically driven.
Notwithstanding the US Fed rate cut, FIIs inflows into Indian markets will largely hinge on valuation, potential earnings growth, and sector-specific opportunities.
The big bank rate cut by the US Federal Reserve is expected to facilitate flows to the emerging market assets such as India with weaker dollar and lower rates.
Bridgewater Associates LP founder Ray Dalio said what the Fed will do this week “doesn’t make a difference” over the longer term as policymakers will ultimately need to keep real interest rates low to allow servicing of mounting debts.
Central banks in China, Taiwan and Japan are expected to hold rates, though there’s some chance of a cut in Indonesia. They’re followed by the Reserve Bank of Australia decision on Sept 24, which is also expected to keep rates steady.
Like nearly three decades ago, bonds and stocks are rallying ahead of a critical Fed meeting. This time, the key question for Chair Jerome Powell is which approach — reducing rates by 25 bps or 50 bps — is most beneficial for the US economy.
As WPI softens to a 4-month low of 1.31% in August and FOMC meet gets underway with an expectation of a 25-50 bps rate cut, it remains to be seen if RBI reduce rates at the next MPC meet in October
The MSCI All Country World Index (MSCI ACWI) too will attempt a ninth day of rise — its longest gaining streak since December, data from Bloomberg showed.