The Federal Reserve's interest rate cut was a long time coming, the first rate reduction since 2020. But what was a 50-basis-point cut too aggressive a move too soon as Fed Chair Jerome Powell assures that the central bank is not behind the curve?
Takeaways
Stock futures (ES=F, NQ=F, YM=F) ride higher Thursday morning after the Federal Reserve opted to cut ... Show More
Feb 19
Walmart cautious, futures lower, Iran tensions rise
Futures point lower as investors weigh cautious guidance from Walmart and rising geopolitical risk tied to Iran. Dow futures fall about 166 points, with the S&P 500 and Nasdaq 100 also in the red. Markets are watching consumer data and oil prices for the next signal. Walmart mode ... Show More
25m 17s
Feb 18
US lags global surge, valuation gap widens, Japan energy deal advances
Stocks are rebounding after another AI-driven sell-off, with housing starts and durable goods topping estimates despite December declines. Still, US equities are off to their worst relative start since 1995, as investors await the GDP report and reassess positioning. The S&P 500’ ... Show More
25m 17s
Feb 17
Tech sell-off deepens, AI disruption debate, IPO window tested
Futures are lower after the holiday break, with Nasdaq 100 futures off about 0.7% as investors digest last week’s worst stretch since November. The AI transition remains the central driver, with traders watching earnings commentary and capital expenditures discipline for clarity. ... Show More
24m 53s
Jul 2023
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
Vítor Constâncio witnessed firsthand severe recessions, inflationary bouts, and a global financial crisis, as former Vice President of the European Central Bank (ECB) (2010 to 2018) and Governor of The Bank of Portugal (1985-1986, 2000-2010). He brings this considerable experienc ... Show More
59m 43s
Jun 2023
The Music Is About To Stop: John Toohig & Randy Woodward on Bank Lending, Deflation, and Secondary Loan Liquidity
Today, Jack speaks with two veteran bankers about bank lending, a key engine of the real economy, and where it is headed. John Toohig, Head of Whole Loan Trading at Raymond James, and Randy Woodward, managing director at Raymond James, join Forward Guidance to share how the rapid ... Show More
1h 19m