Category Finance

Morgan Stanley analysts on the balancing act at the Fed: In the very short-term, we think the best case scenario for equities this week is that the Fed can deliver a 50bp rate cut without triggering either growth concerns or any remnants of the yen carry trade unwind—i.e.,…

Headline is here from earlier: Microsoft (MSFT) has announced a new US$60bn share repurchase program More detail now, via MarketWatch. In brief: increase in quarterly dividend by 8 cents, or 10% @ 83 cents a shareto shareholders of record as of November 21new $60 billion buyback programs the…

This is a political call, nothing else. The three: Elizabeth Warren (D-Mass.), Sheldon Whitehouse (D-R.I.) John Hickenlooper (D-Colo.) sent a letter to Federal Reserve Chair Powell. “It is clearly the time for the Fed to cut rates. In fact, it may be too late: your delays have threatened…

I’ve noted this already, but ICYMI. China and South Korea are out againJapan is open after its holiday on Monday. As an aside, Hong Kong will be closed tomorrow. This article was written by Eamonn Sheridan at www.forexlive.com.

The Bank of Japan are meeting on September 19 and 20. The announcement will be some time in the 0230 GMT to 0330 GMT time window on Friday (they’re is no firmly set time): 2230 – 2330 US Eastern time The latest rhetoric we have heard from the…

Via the latest weekly note from BlackRock Investment Institute, says markets overly excited about Fed rate cuts: Markets expect the Fed to cut rates sharply – and we think this pricing is overdone. U.S. inflation has slowed as pandemic disruptions have faded and due to a temporary immigration…

Microsoft (MSFT) has announced a new USD 60bln share repurchase program also, quarterly dividend increase of 10% to US$0.83/share This article was written by Eamonn Sheridan at www.forexlive.com.

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The investing world has largely given up on China as a growth driver this year and the outlook for 2025 continues to dim, with officials showing no urgency to turn the tide. On the weekend, new house prices fell for the 15th consecutive month. And not y/y drop…