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Major banks’ forecasts for next year already hit, as market moves after Fed’s dovish comments take analysts by surprise
Time for a victory lap, because it’s the holidays
Sofr’s brief divergence from Fed’s repo rate has rattled investors
Whether they changed their minds or stuck firm, markets did not believe them
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Loretta Mester is latest to try to calm the investor exuberance driving up stocks and bonds
Central bank is facing pressure to take an even more dovish stance
Market Questions is the FT’s guide to the week ahead
Fed’s dovish message is being interpreted by the bond market as a full-speed ahead signal
Lower borrowing costs set to bring relief to voters in an election year after a long period of high inflation
Rally since late October follows strong earnings and a dovish message from the Federal Reserve
Fed chair has ‘out-doved’ the market and raised expectations of rate cuts
Comments come two days after US central bank’s dovish outlook sparked stock and bond rally
The timing and extent of interest rate cuts are now in the spotlight
‘If team transitory is vindicated, it will only be because their policy advice was not taken’
ECB and BoE say battle against inflation not over, but more dovish US move ‘sets tone’
European central bankers warn it is too soon to declare victory over inflation
US Treasury yields fall and stocks rise after central bank officials forecast 75bp reduction next year
And maybe there is a profits recession after all
The end of the central bank’s monetary tightening campaign is in sight — and so are rate cuts
And the rates/equity volatility puzzle
Metric inched higher in November even though headline rate edged down to 3.1%
And are we in a profits recession?
US Fed, ECB and BoE meet this week as strong labour data suggests policy pivot unlikely
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