Global Markets Forum

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

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

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. reuters.com/markets/rates-…

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.

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

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

Powell: we are not on any preset course

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

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

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

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

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

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

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

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

This week on @ReutersGMF we have a great line-up of conversations lseg.group/3KFHrhe 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

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'

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

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