Amid expectations for fewer rates cuts in 2025 by the US Federal Reserve, its chair Jerome Powell and his team are likely going to have to navigate between inflation risks along with political risks, as president-elect Donald Trump takes office. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, talks to us about what we can expect in terms of how the US central bank might respond and whether the USD will resume its ascent.



Image Credit: Shutterstock.com 

Amid expectations for fewer rates cuts in 2025 by the US Federal Reserve, its chair Jerome Powell and his team are likely going to have to navigate between inflation risks along with political risks, as president-elect Donald Trump takes office. Vishnu Varathan, Head of Economics &amp; Strategy, Mizuho Bank, talks to us about what we can expect in terms of how the US central bank might respond and whether the USD will resume its ascent.Image Credit: Shutterstock.com

The US Federal Reserve: Preparing For Trump 2.0

Despite the Fed keeping rates higher for longer, US markets look set to continue their upward trend on the back of the recent positive economy data. Yeap Jun Rong, Market Strategist, IG International tells us how what investment strategies to adopt and what sectors will outperform.



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Despite the Fed keeping rates higher for longer, US markets look set to continue their upward trend on the back of the recent positive economy data. Yeap Jun Rong, Market Strategist, IG International tells us how what investment strategies to adopt and what sectors will&nbsp;outperform.Image Credit: Shutterstock.com

US Market Rally Likely To Continue In 2025 

The Federal Reserve cut rates by 25bps as expected but it was the messaging after that spooked markets with their reiteration that inflation remains stubbornly high. Markets are now forecasting just two rate cuts for 2025 which also led to a broad sell off in equities. We ask Tony Nash, CEO, Complete Intelligence as to the significance of this.



Image Credit: Shutterstock.com

The Federal Reserve cut rates by 25bps as expected but it was the messaging after that spooked markets with their reiteration that inflation remains stubbornly high. Markets are now forecasting just two rate cuts for 2025 which also led to a broad sell off in equities. We ask Tony Nash, CEO, Complete Intelligence as to the significance&nbsp;of&nbsp;this.Image Credit: Shutterstock.com

The Fed Maintains Their Hawkish Stance 

2024 has been a year where the correlation between asset classes have been distorted with equities and gold rising in tandem despite the polar risk profiles. In fact gold has risen more than 28% on a year to date basis. We ask Michele Schneider, Chief Strategist, Market Gauge whether the rally will continue in 2025 and also her Fed rate outlook.



Image Credit: Shutterstock.com

2024 has been a year where the correlation between asset classes have been distorted with equities and gold rising in tandem despite the polar risk profiles. In fact gold has risen more than 28% on a year to date basis. We ask Michele Schneider, Chief Strategist, Market Gauge whether the rally will continue in 2025 and also her Fed&nbsp;rate&nbsp;outlook.Image Credit: Shutterstock.com

Remain Bullish On Gold 

As 2024 draws to a close, US markets continue to break records with the Nasdaq up more than 30% on a year to date basis. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if US exceptionalism will continue to be a theme in 2025 or if there other investment ideas we should consider.



Image Credit: Shutterstock.com

As 2024 draws to a close, US markets continue to break records with the Nasdaq up more than 30% on a year to date basis. We ask Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management if US exceptionalism will continue to be a theme in 2025 or if there other investment ideas we should&nbsp;consider.Image Credit: Shutterstock.com

Investors Still Looking For Growth 

The Fed will have their last FOMC for the year with all eyes on the dot plot for signs of whether rates will be higher for longer. We ask Kelvin Wong, Senior Market Analyst, OANDA for his perspective and what we can expect from other central bank decisions this week.

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The Fed will have their last FOMC for the year with all eyes on the dot plot for signs of whether rates will be higher for longer. We ask Kelvin Wong, Senior Market Analyst, OANDA for his perspective and what we can expect from other central bank decisions this week. Image Credit: Shutterstock.com

Waiting For The FED Dot Plot For Signs Of Higher For Longer 

The recent NFIB Small Business Optimism index hit the highest since June 2021. What does this mean for opportunities in the small cap space? We discuss this as well as where Fed policy could be heading in 2025 with Tim Mulholland of TJM Limited.

Image Credit: Shutterstock.com

The recent NFIB Small Business Optimism index hit the highest since June 2021. What does this mean for opportunities in the small cap space? We discuss this as well as where Fed policy could be heading in 2025 with Tim Mulholland of TJM Limited. Image Credit: Shutterstock.com

Look For Value In US Small Caps

A recent report revealed that the Chinese government is prepared to accept a weaker Yuan. We ask Vishnu Varathan, Head of Economics & Strategy from Mizuho Bank if that will happen and what impact it has with Emerging Market currencies especially the Ringgit which has a high correlation to the Yuan.



Image Credit: Shutterstock.com

A recent report revealed that the Chinese government is prepared to accept a weaker Yuan. We ask Vishnu Varathan, Head of Economics &amp; Strategy from Mizuho Bank if that will happen and what impact it has with Emerging Market currencies especially the Ringgit which has a high correlation&nbsp;to&nbsp;the&nbsp;Yuan.Image Credit: Shutterstock.com

Yuan And Its Correlation with EM Currencies 

With US government debt at record highs, is the strength of the Dollar and its Treasuries sustainable. We ask Laurent Lequeu, Independent Market Analyst & Writer at The Macro Butler Newsletter for his views and what is the alternative asset class to consider if there is indeed de-dollarisation.

Image Credit: Shutterstock.com

With US government debt at record highs, is the strength of the Dollar and its Treasuries sustainable. We ask Laurent Lequeu, Independent Market Analyst &amp; Writer at The Macro Butler Newsletter for his views and what is the alternative asset class to consider if there is indeed de-dollarisation. Image Credit: Shutterstock.com

Gold, A Shining Alternative 

Markets have already priced in a 25bps point cut at December's FOMC but forecasting the cuts in 2025 will prove harder with uncertain Trump economic policies. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what are the key data points that will determine the monetary policy and does he think the stimulus announcements by China will be catalytic for markets.



Image Credit: Shutterstock.com

Markets have already priced in a 25bps point cut at December's FOMC but forecasting the cuts in 2025 will prove harder with uncertain Trump economic policies. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what are the key data points that will determine the monetary policy and does he think the stimulus announcements by China will be catalytic&nbsp;for&nbsp;markets.Image Credit: Shutterstock.com

The Rate Cut Is In The Price But What's Next? 

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

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