Global Markets Forum

The team behind Reuters community for global finance pros. Mild-mannered journalists by night, macroholics by day.

[Global Markets Forum @ReutersGMF]

Many officials expressed caution on neutral #InterestRates level: minutes

#Fed officials since the meeting have said ongoing #economic strength meant the Fed's benchmark policy rate might already be close to the "neutral" level

#FederalReserve #policy #Inflation #jobs

[Global Markets Forum @ReutersGMF]

Fed minutes cite volatility, doubts about neutral #InterestRates as reasons to go slow on easing

#Policymakers at Nov. meeting had to gauge strong data, which #Powell referred to as "remarkable"

Uncertainty about #Trump policies clouds #Fed outlook

#FederalReserve #policy

[Bansari Kamdar @BansariKamdar]

The Fed will continue cutting interest rates in November, but policymakers are walking a thin line as inflation is no longer cooling at an accelerated pace, Morgan Stanley Wealth Management's chief investment officer Lisa Shalett told @ReutersGMF.

https://t.co/Dqsg59mSzw

[William Kedjanyi @KeejayOV3]

Also something very different and exciting - from one race to another, as I’ll be joining the @ReutersGMF to talk about the US Election from 4pm today. I have an easy job, because I’m just before @FrankLuntz - so no pressure of course.

[Global Markets Forum @ReutersGMF]

Bank of #England keeps #interetrates on hold at 5%, as expected; vote split = 8-1 with Dhingra the lone dove

Gov. Bailey said cooling #inflation pressure meant BoE should be able to cut #rates gradually

#BOE also extended 100 bln pound #QT #bond reduction plan for another year

[Global Markets Forum @ReutersGMF]

Powell: If economy remains solid, we can dial back pace of cuts; equally if labor market deteriorates we can respond

[Global Markets Forum @ReutersGMF]

Powell: we are not on any preset course

[Global Markets Forum @ReutersGMF]

US rate futures imply 76 bps of cuts by end-2024; 196 bps in easing through October 2025

#fed #rates

[Global Markets Forum @ReutersGMF]

MSCI's all-country world share index rises to record high at 833.95 after FED cuts rates

#fed #rates

[Global Markets Forum @ReutersGMF]

US rate futures price in chance of 64% chance of 25 bps cut in November meeting
#fed #usd #DXY

[Global Markets Forum @ReutersGMF]

DOLLAR INDEX DOWN 0.46% AT 100.44 AFTER FEDERAL RESERVE CUTS RATES BY 50 BASIS POINTS

[Global Markets Forum @ReutersGMF]

FED OFFICIALS' MEDIAN VIEW OF FED FUNDS RATE AT END-2025 3.4% (PREV 4.1%)

[Global Markets Forum @ReutersGMF]

BI Gov: #BankIndonesia to monitor room to cut rates further in line with inflation outlook, rupiah stability, GDP growth

#Indonesia #inflation #Growth #economy

[Global Markets Forum @ReutersGMF]

Indonesia #centralbank cuts benchmark #InterestRate by 25 bps to 6.00%, vs. an expected hold -- not fully baked in, though not altogether surprising, just hours before the highly anticipated #Fed #ratecut

#Indonesia #inflation #Growth #economy

[Global Markets Forum @ReutersGMF]

Bank #Indonesia Gov: Rate decision consistent with expectation of low #inflation in 2024, 2025

BI Gov: Rate decision also in line with effort to strengthen #rupiah, effort to support #economic #growth

[Global Markets Forum @ReutersGMF]

This week on @ReutersGMF we have a great line-up of conversations https://t.co/uPPjyiMKEQ
Claudia Sahm, former #Fed economist
Joseph Wang, the 'Fed guy'
Thomas Hoenig, former Kansas City Fed president

@BansariKamdar @mehnaz_y
#InterestRates #inflation #markets #UK #BOE #economy

[Bansari Kamdar @BansariKamdar]

We interviewed a slew of analysts, economists & fund managers at @ReutersGMF, here's what they said:
- Hopes of lower US rates had brightened EM outlook
- Analysts worry Trump tariffs could hurt EM, particularly China
- India and Southeast Asia may benefit from US 'friendshoring'

[Global Markets Forum @ReutersGMF]

Amazon Web Services says complies with all U.S. laws regarding provision of AWS services "inside and outside of China"

#China #chips #AI #NVIDIA #Amazon #AWS

[Global Markets Forum @ReutersGMF]

EXCLUSIVE @Reuters
State-linked Chinese entities use Amazon's cloud unit to access restricted AI chips and models, tenders show

State-linked Chinese entities access via the cloud Nvidia chips that are banned from export to China -tenders

#China #chips #AI #NVIDIA #Amazon #AWS