Fed's Rate Cut Dilemma: Market Braces for Potential Shock
Published: Wednesday, 18 September 2024 08:43 | 
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The Federal Reserve's upcoming interest rate decision has bond investors on edge, with the market divided over the size of the expected cut. Treasuries have seen a five-month rally, driving yields to two-year lows. However, this optimism could lead to significant losses if the Fed chooses a smaller 25-basis-point reduction instead of the larger cut some are hoping for. The decision is highly anticipated, as it will set the tone for the Fed's rate-cutting cycle in an uncertain economic environment.
Investors Shift Focus from Fed Cuts to China's Economic Challenges
Published: Wednesday, 18 September 2024 08:39 | |
| Investors at a regional forum in Singapore downplayed the significance of the Federal Reserve's upcoming interest rate decision, focusing instead on long-term economic trends and concerns about China's economic slowdown. While the Fed is expected to cut rates, participants like Ray Dalio and Jody Jonsson emphasized the importance of maintaining a broader perspective on economic factors and investment strategies.
How To Be On The Right Side of the Coming Wealth Transfer - Mike Maloney & Russ Gray
Published: Tuesday, 17 September 2024 09:59 | |
| In this thought-provoking discussion from the Limitless Expo in Dallas, Mike Maloney and Russell Gray dive deep into the cycles of economic change
China's Iron Ore Imports Defy Steel Industry Slowdown
Published: Tuesday, 17 September 2024 09:26 | |
| China's steel and iron ore markets are experiencing a paradoxical situation. Despite weak steel production and demand, particularly in the construction sector, iron ore imports have remained strong. This disconnect is primarily driven by price dynamics, with steelmakers taking advantage of lower iron ore prices to restock inventories, even as steel prices and production decline. The situation highlights the complex interplay between raw material costs, finished product demand, and market expectations in China's steel industry.
Western Nations Struggle to Dent China's Rare Earth Monopoly
Published: Tuesday, 17 September 2024 09:25 | |
| China's dominance in rare earth elements production and processing remains strong despite efforts by Western nations to reduce reliance. While China's market share has declined slightly in recent years, it still controls about 67% of global production and 90% of processing. Western countries are investing in domestic rare earth projects and supply chains, but China's established infrastructure and technological expertise make it challenging to significantly diminish its dominance in the near term.