On March 13th, Jinshi Data News, analysts at the Royal Bank of Canada stated in a report that the Bank of England is expected to maintain the interest rate at 4.50% in its decision on March 20th. LSEG's data shows that the market expects a 94% chance that the Bank of England will keep the interest rate unchanged in March. Analysts say the Bank of England may maintain a gradual pace of rate cuts in the coming months, with three more cuts in 2025.

Golden Data March 12th, according to the US bank analysts in a report, the Bank of England Merkez Bankası is unlikely to indicate that the pace of future rate cuts will be faster at the next decision on March 20th. The US bank said:"In a situation of increased uncertainty and high reliance on data, we expect a gradual and cautious guidance." LSEG's data shows that the market expects a 92% chance that the Bank of England Merkez Bankası will maintain the interest rate at 4.50% on March 20th. US bank analysts expect the Bank of England Merkez Bankası to cut interest rates three times in 2025, once in 2026, and eventually reduce the interest rate to 3.5%.

JPMorgan özel bankacılık stratejistleri, Almanya'nın mali harcama planının ekonomiyi canlandırması durumunda Avrupa Merkez Bankası'nın faiz indirimlerinin hızını yavaşlatabileceğine dikkat çekti. Sıkı mali kısıtlamaları hafifleterek ve harcamaları ihmal edilen alanlara yönlendirerek, avro bölgesi ekonomisi bir bütün olarak canlandırılabilir. Mali tedbirler ekonomiyi canlandırır ve krediler iyileşirse, Avrupa Merkez Bankası keskin faiz indirimlerine ara verebilir.

10 News February 27, American Bank forex strategist Kamal Sharma stated in a report that the European Central Bank's interest rate cut is expected to exceed that of the Bank of England, the pound may strengthen against the euro this year. The UK's economic growth is still constrained by structural factors, but it may still outperform Europe. Even if the Bank of England accelerates its rate cuts, if it can support economic growth and alleviate concerns about fiscal policy challenges, the pound will not weaken as a result. The prospect of a Labour government improving UK-EU relations may also support the pound. It is expected that the euro/pound will fall to 0.80 in the fourth quarter of this year.

Stunaras said the euro area's inflation rate could reach the 2% target in the first half of 2025, prompting policymakers to cut the interest rate at a faster pace than previously expected. He supports two more rate cuts of 25 basis points each this year. The euro area's inflation rate fell to 1.8% in September, the first time it has been below the European Central Bank's target since 2021. Almost no member of the Governing Council fundamentally opposes the recent policy path of the European Central Bank.

JPMorgan Chase CEO'su Dimon, Fed'in yüzde 50 oranında yavaşladığını söyledi

Warren Buffett's Berkshire Hathaway continues to reduce its holdings in American bank stocks, with this round of reduction totaling $3.38 billion, at an average reduced price of $39.4 per share, the lowest since mid-July. Buffett did not specify the reason for the reduction, but he remains the largest shareholder of Bank of America, holding 10.2% of the shares, valued at over $31 billion.

Gold Ten Data, October 1st News, US job vacancies in August rose to a three-month high, which is contrary to other data indicating a slowdown in labor demand. The Job Openings and Labor Turnover Survey (JOLTS) released by the US Bureau of Labor Statistics on Tuesday showed that job vacancies increased from a revised 7.71 million in July to 8.04 million. The hiring rate fell to 3.3%, which is the lowest level since 2013, excluding the initial data of the 2020 epidemic. The unemployment rate also fell to 1%. Despite the increase in job vacancies, other recent data shows that employers are slowing down their hiring pace.

Federal Reserve St. Louis Branch President Musalem said that despite the recent cooling of the labor market, he remains optimistic about the economic outlook. He believes that the business sector is in a 'good state' and overall activity is 'stable'. However, he also acknowledges that risks may require faster interest rate cuts and may accelerate the pace of rate cuts.

20 Eylül'de Nomura Securities, Birleşik Krallık Merkez Bankası'nın Perşembe günü faiz oranlarını değiştirmeden tutmak için 8'e 1 oy kullanmasının ardından sterlinin daha da yükselebileceğini söyledi ve gelecekteki faiz indirimlerinin temkinli bir hızına işaret etti. Nomura analistleri bir notta, "Para Politikası Kurulu faiz oranlarını düşürmek için acele etmiyor gibi görünüyor" dedi. Mevcut faiz indirimi beklentilerinin çok yüksek göründüğünü ve düşürülebileceğini, bunun da özellikle küresel risk iştahının iyileşmesi ve diğer birçok merkez bankasının faiz oranlarını Birleşik Krallık merkez bankasından daha hızlı düşürmesi nedeniyle sterline fayda sağlaması gerektiğini söylediler.

Danske Bank expects the Federal Reserve to cut interest rates by 25 baz puan, but the pace of QT will not change. A total of 3 interest rate cuts in 2024, 6 interest rate cuts in 2025, and no change in the policy Faiz Oranı in 2026. The inflation forecast is expected to be lowered, and the unemployment rate forecast is expected to be raised. Market reaction may be moderate, but the risk tends to be a stronger US dollar and higher short-term US dollar yields.

China Securities Research Report pointed out that weak demand and increased supply led to a sharp drop in crude oil prices. The global crude oil supply and demand balance may have a turning point in 2025. Brent oil prices can form destek at 60-65 USD/barrel, and oil prices in Q4 2024 are expected to Dalgalanma between 65-75 USD/barrel. In the medium and long term, it still needs to be takip et affected by the pace of OPEC supply release and local geopolitical disturbances.

CITIC Securities pointed out that three major factors (the landing of the interim report, the transformation of dividend expectations, and the easing of market liquidity pressure) jointly promote the restoration of investor sentiment, and the style is temporarily tending to balance. In terms of allocation, it is recommended to hold core positions in dividends, increase allocation to overseas markets, and growth plus domestic demand may experience a short-term recovery, while increasing allocation needs to wait for price signal turning points. Domestic demand-boosting policies are expected to be introduced in September, with the expected intensity relatively mild, the pace of foreign capital outflow significantly slowing down, and the market liquidity environment expected to improve.

Gold ten data on August 27th, Dutch International Bank analyst Chris Turner said that the pound may expand its gains as the UK currency market has not fully responded to the speech of Bailey, the head of the UK Central Bank, in Jackson Hole last Friday. Unlike Powell's remarks last Friday, Bailey expressed concerns about 'intrinsic' inflation and believed that the economic cost of tightening policy has düşüş. His remarks have kept the positions of the US and UK interest rates divergent, and the currency market continues to price in a smaller interest rate cut by the UK Central Bank and a slower pace of interest rate cuts.

Odaily Planet Daily News Collins of the Federal Reserve said that data will guide the pace of subsequent rate cuts, and soon it will be the right time to start cutting interest rates. Once the Federal Reserve is in a different policy position internally, it may be appropriate to take a gradual and orderly approach to cutting interest rates. (Golden Ten)