Brendan Jones @bajabus: "𝙁𝙚𝙙𝙚𝙧𝙖𝙡 𝙍𝙚𝙨𝙚𝙧𝙫𝙚 𝙏𝙖𝙠𝙚𝙨 𝘾𝙚𝙣𝙩𝙚𝙧 𝙎𝙩𝙖𝙜𝙚 The..."

Australia

𝙁𝙚𝙙𝙚𝙧𝙖𝙡 𝙍𝙚𝙨𝙚𝙧𝙫𝙚 𝙏𝙖𝙠𝙚𝙨 𝘾𝙚𝙣𝙩𝙚𝙧 𝙎𝙩𝙖𝙜𝙚 The Fed holds its next policy meeting October 28-29, and our investor attention will center on whether the cb will deliver a second consecutive quarter-point cut. September's 25-basis-point reduction brought rates to 4.00%-4.25%, but Fed officials continue to signal caution. Mr Powell emphasized the fed remains data-dependent and is in "no hurry" to move aggressively. The updated dot plot suggests possibly two more cuts by the end of the year, though officials remain divided. By comparison, Australian markets are expecting just one cut and European markets possibly none. Markets will now price in another reduction at this meeting with a 75% probability. Tech companies that are trading at elevated multiples remain sensitive to the rate trajectory, while financial stocks may benefit from sustained higher-for-longer rates that support net interest margins. Do you think the Fed will pause after two cuts, or continue easing into 2026? What's your portfolio positioned for? 𝘽𝙧𝙚𝙣𝙙𝙖𝙣 𝙏𝙧𝙖𝙙𝙚 𝙎𝙖𝙛𝙚 | 𝙇𝙞𝙫𝙚 𝙒𝙚𝙡𝙡 Related $C (Citigroup) $GBPUSD $AXP (American Express CO) @bajabus $TSLA (Tesla Motors, Inc.) $BTC www.etoro.com/people/bajabus