The Fed’s Rate Cut And Implications For Investors

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At the much-anticipated US Federal Reserve meeting on 18 September 2024 the monetary policy easing cycle finally began in the US with an announcement of a 50 basis point rate cut In this episode of the Beyond Markets podcast David Kohl Chief Economist at Julius Baer and Mischa Anand Julius Baer s Head of Advisory in Zurich talk to Helen Freer about the significance of the Fed s latest interest rate decision what it means for the economy and the implications for investors 00 39 Introduction to the topic and the speakers01 10 Was a 50bp cut by the Fed appropriate 04 06 What does the rate cut mean for the economy and investors 08 53 Given a recession is not our base case what is our macroeconomic outlook 13 03 What about the outlook for equities now that the Fed easing cycle has started 15 06 – Does this mean we re likely to see volatility ahead 17 14 – Where does the Fed go from here 20 08 How significant is the start of the Fed s rate-cutting cycle for other central banks and the rest of the world 23 07 – Closing remarksWould you like to support this show Please leave us a review and star rating on Apple Podcasts Spotify or wherever you get your podcasts Click here to visit this podcast episode