logo
episode-header-image
Today
19m 39s

Fed's Jackson Hole Shift Fuels Gains in ...

Bloomberg
About this episode

Asian equities gained at the open, tracking Wall Street's rally, after Federal Reserve Chairman Jerome Powell opened the door to resuming interest rate cuts. Shares in Japan and South Korea advanced with MSCI's gauge for the region gaining 0.2%. Australian stocks hit a fresh record. Treasuries opened lower, giving up some of the gains on Friday after Powell's speech. Traders see an 84% chance of a Fed rate cut next month after Powell signaled at Jackson Hole the central bank may ease before inflation fully returns to target amid a softening jobs market. Still, officials remain split on the outlook, warning of lingering price risks from US trade tariffs ahead of this week's key inflation data. We get reaction from Matt Orton, Head of Advisory Solutions and Market Strategy at Raymond James Investment Management.

Plus - Chinese stocks will be in focus with questions mounting over how much further the market can rally with concerns of trade tariffs and a deep-rooted property crisis weighing on the economy. While the market's steady advance may suggest less risk of a sudden correction, some analysts are warning that a bubble is in the making. The Nasdaq Golden Dragon China Index rose 2.7% Friday and futures indicated a stronger open for shares in Hong Kong and mainland China. We examine the week's market outlook with Qian Wang, Chief Asia Pacific Economist at The Vanguard Group. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.

See omnystudio.com/listener for privacy information.

Up next
Aug 22
Daybreak Weekend: Nvidia Earnings, Medef Conference, BOK Decision
Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to personal spending data and earnings from Nvidia. In the UK – a look at the upcoming Medef Conference. In Asia – a look at the next B ... Show More
38m 45s
Aug 22
Global Inflation in Focus Ahead of Jackson Hole; Chicago Fed's Austan Goolsbee
Asian equities traded within a narrow range after US stocks and bonds fell as traders pared back wagers on imminent Federal Reserve interest-rate cuts. Shares in Japan and Australia declined while South Korea advanced. Treasuries were little changed after falling across the curve ... Show More
18m 37s
Aug 21
Stocks Stall on Fed Caution; HKEX CEO Bonnie Chan
Asian markets looked set for a cautious open Thursday, as US stocks pulled back and bond prices climbed ahead of a key Fed gathering in Jackson Hole. The Nasdaq and S&P 500 slipped, while Treasuries rallied on tempered inflation concerns. Meanwhile, Chinese shares listed in the U ... Show More
17m 11s
Recommended Episodes
May 27
Stocks Climb on Economic and Trade Optimism
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street kicked off the week with a rally in stocks as consumer confidence rebounded sharply while the US and the European Union sped up trade talks. A global surge in bonds also helped sentiment.As equities ... Show More
39m 22s
Apr 2025
Stocks Suffer Worst Meltdown Since Covid
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. In every corner of the financial markets, from stocks to bonds to commodities, investors sent Donald Trump the same unmistakable message: The trade war he unleashed is threatening to set off a worldwide recessi ... Show More
46m 12s
Aug 5
Stocks Fall as US Services Flash Warning Signals
Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.Stocks wiped out gains after data showed weakening US services amid sticky price pressures, raising concern about the Federal Reserve’s policy challenges. Short-dated Treasuries underperformed. Oi ... Show More
42m 50s
Apr 2025
Late Day Stock Drop; Auto Industry On Edge From Trump Tariffs
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Another volatile day on Wall Street pushed the S&P 500 Index back to the brink of a bear market as the Trump administration doubled down on its plans to enact hefty tariffs that threaten to send the American ec ... Show More
40m 34s
Mar 2025
Special Report: Global Market Selloff Easing with Mike Wilson and Mohamed El-Erian
Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian.   Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President ... Show More
21 m
Jul 2
S&P 500 Hits Record on Vietnam Deal as Tech Climbs
Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.A rally in several big techs fueled gains in stocks, with the market extending its advance as President Donald Trump said he reached a trade deal with Vietnam. Treasuries fell as a selloff in UK b ... Show More
45m 6s
Aug 2024
Stocks rise as US recession fears abate
Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields and the dollar also climbed. Meanwhile, gold rose on Middle East tensions and expectations of interest rate cuts. Retail giants Walm ... Show More
16m 33s
Oct 2024
IMF hikes U.S. FY outlook
The IMF hikes its U.S. forecast for 2024 but Germany weighs on the European outlook. The IMF’s Director of the Monetary and Capital Markets department, Tobias Adrian tells CNBC there are reasons for optimism. The S&P 500 suffers its first back-to-back session loss since September ... Show More
22m 16s
Apr 2025
A "Rip Your Face Off Rally"
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. President Donald Trump’s pledge to pause tariffs on some trading partners ignited the biggest burst of buying Wall Street has seen since 2008. Trump announced a 90-day pause on higher reciprocal tariffs that hi ... Show More
35m 3s