Central Bank Watch: Key Patterns from Previous Cycles
With Powell taking the stage later, we have scanned through the asset universe to assess which trades that normally perform during a cutting cycle. Enjoy!
The FOMC meeting is upon us later today, and that calls for us to publish another short and concise chart-book of asset performances around the first Fed cuts in a historical context.
Consensus is more or less split evenly between 25 and 50 bps, but there are a few pockets in asset space that performs for (at least) the next couple of weeks regardless of the outcome today if you are to trust history.
The format is a BUNCH of charts, with short and concise text – so scroll through and enjoy!
Equities
Chart 1.a: S&P seems to outperform decently post FOMC first rate cut
With Powell taking the stage later, we have scanned through the asset universe to assess which trades that normally perform during a cutting cycle. Enjoy!
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