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Santanu Sengupta, Chief India Economist at Goldman Sachs, discusses the RBI's rate cut last week. He says this could be the end of the central bank's rate-cutting cycle, at least for the next few quarters, as the RBI focuses on easing financial conditions through liquidity measures.
Emerging market equities are experiencing a robust recovery, delivering over 30% returns through mid-November after a decade of underperformance. Attractive valuations, supportive macroeconomic conditions, and improving investor sentiment create a virtuous cycle for EM equities, with further upside anticipated.
Veteran strategist Ed Yardeni, president of Yardeni Research, talks to Bloomberg Television about his move to underweight Magnificent Seven tech stocks. He says he recommends "broadening out" portfolios as "there's still plenty of good stocks out there of companies that are going to be using all these technologies.
The Fed is poised for a 25bps rate cut, but liquidity injections — QE in substance if not in name — are the true market catalyst. FOMC is deeply divided; Powell likely to cut rates, while maintaining a hawkish tone, reflecting systemic liquidity stress rather than economic weakness.
The Singapore dollar consolidated against its U.S. counterpart in the Asian trading session.
The anticipated 0.25% Fed rate cut is likely already priced in, setting up potential for a 'sell the news' event. I expect institutional money managers are aggressively buying into the year-end rally, especially in large-cap stocks, to catch up on benchmarks.
Markets today face a pivotal week as investors track the FOMC meeting, labor signals, and key earnings that could guide sentiment.
Sentiment has neared record lows, even as spending is continuing.
A 25 bps rate cut at the December FOMC is priced in, with >90% probability per prediction markets. What matters is the policy stance for 2026.
Oil prices hovered at two-week highs on Monday as investors expect a Federal Reserve interest rate cut this week that will lift economic growth and energy demand while eyeing geopolitical risks that threaten oil supplies from Russia and Venezuela.
A new report from WPP Media says global ad revenue will reach $1.14 trillion this year.
On Wednesday, the Fed will announce its interest rate decision and release the latest Summary of Economic Projections, followed by remarks from Fed Chair Jerome Powell.
U.S. stock futures were little changed Sunday, as investors anticipated another interest-rate cut by the Federal Reserve later this week.
Treasury Secretary Scott Bessent said that it's been a "very strong" holiday season for the economy and predicted that the U.S. would end the year at 3% real GDP. Bessent said American consumers' views on affordability have been affected by media coverage of the economy.
Markets widely expect a Fed rate cut this week, but the FOMC is unusually divided, with up to five dissenters likely. Oracle (ORCL) and Broadcom (AVGO) earnings are key, with both riding strong AI tailwinds and high expectations for revenue growth.
Markets are expecting the Federal Reserve to cut interst rates at it next meeting, but some traders predict volatility.
Late-November rally put markets back on their feet. Plus: A Financial Flashback to 60 years ago, when LBJ clashed with the Fed.
This FOMC meeting could catalyze a regime shift in long-end rates, potentially driving the 30-year Treasury rate toward 7%. Market focus will be on the degree of FOMC dissent and the dot plot, not just the expected 25 bps rate cut.
The Fed is likely to cut the Federal Funds rate by 0.25% at the December FOMC, moving to a 3.50-3.75% range. However, the Fed could be on a long pause after the December cut, which could be interpreted as hawkish, and thus the market reaction is likely to be negative.
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.