Andres Guerra Cortes
Good day everyone 👋 We’re stepping into one of the busiest weeks of the year for global markets. Central banks are in the spotlight, everyone is holding their breath so let’s dive into what’s moving the financial world this week: 🏦 Fed Rate Cut on the Horizon The Federal Reserve is widely expected to deliver a 25 bps rate cut this Wednesday. But the decision isn’t without drama—internal divisions and political pressure are testing the Fed’s independence. Markets are watching closely not just for the cut, but for clues about the path ahead. 🌍 15 Central Banks in Action It’s not just the Fed this week—14 other central banks (including the ECB, BoE, BoJ, and Bank of Canada) will announce policy decisions. A truly global monetary policy storm is underway, and coordinated dovish signals could shape risk sentiment worldwide. 💷 Bank of England Holds, Slows QT The Bank of England held rates steady but decided to scale back its bond-selling program (QT). The move highlights concerns over bond market volatility, with yields sitting at multi-decade highs. 📊 Markets Flat, Waiting on the Fed U.S. stock futures are trading flat as investors wait for the Fed’s move. The expected policy shift would take rates to 4.0%–4.25%, but we are more focused on the tone of Powell’s statement. 🚀 Optimism Still Lifts Sentiment Despite mixed economic signals (sticky inflation + weaker labor data), optimism around the Fed’s pivot is keeping markets near record highs. Risk appetite is holding up—for now. 💰 Upcoming Ex-Dividend Dates Altria Group (MO): The ex-dividend date is September 15, 2025 🚬. The Coca-Cola Company (KO): The ex-dividend date is September 15, 2025 🥤. Taiwan Semiconductor Manufacturing (TSM): The next ex-dividend date is September 16, 2025 💻. Motorola Solutions (MSI): The ex-dividend date is September 15, 2025. 📱 Domino's Pizza (DPZ): The ex-dividend date is also September 15, 2025. 🍕 Remember, you must purchase a stock before its ex-dividend date to be eligible for the upcoming dividend payment. 💬 Final Thought This week is all about central banks and credibility. With the Fed, ECB, BoE, BoJ, and others taking the stage, the spotlight isn’t just on rate cuts—it’s on how policymakers balance market expectations vs. economic reality. Wishing you all the best Un gran saludo Andrés Guerra $MO (Altria Group Inc) $KO (Coca-Cola) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $MSI (Motorola Solutions, Inc.) $DPZ (Domino's Pizza Inc) $SPY (SPDR S&P 500 ETF) $NSDQ100
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