News list for "lindsay"
Quilter Investors analyst Lindsay James said in a note that the pace of future Fed rate cuts appeared to be far less certain than widely expected before the resolution. "The outlook is clouded by data on volatility in the labour market, as is the victory of Donald Trump," the investment strategist said. "Expectations of future Fed rate cuts are shrinking considerably compared to what many had initially hoped."
Quilter Investors分析师LindsayJames在一份报告中表示，美联储未来降息的步伐似乎远不如决议前普遍预期的降息那么确定。“就业市场的波动数据给前景蒙上了一层阴影，唐纳德·特朗普的胜利也是如此，”这位投资策略师表示，“与许多人最初希望的相比，美联储未来降息的预期正在大大缩减。”
Lindsay Rosner, head of multi-division investment at Goldman Sachs Asset Management, said: The Fed did what the market wanted. The market is happy with the Fed. The market is still ahead of the Fed and expects to continue cutting rates by 75 basis points this year (the Fed dot plot shows 50 basis points). With unemployment and PCE estimates very close to (current levels), the Fed could easily cut rates more (than the dot plot shows).
Lindsay James, investment strategist at Quilter Investors, said the withdrawal of US President Joe Biden from the US presidential race and his endorsement of Kamala-Harris has made a Trump victory less likely, and there could be some volatility in the market over the next four months. However, she wrote in a research note that expectations of rate cuts will remain a driver of market returns compared to campaign news. She added that the market is increasingly pricing in a Trump victory, with smal...
