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Markets Should Not Price in Rate Cuts Next Year: Xu

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Mandy Xu of Credit Suisse Securities says markets should not be pricing in Federal Reserve rate cuts next year. She’s on “Bloomberg Markets: The Close.”

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6 Comments

6 Comments

  1. @yulee9990

    January 3, 2024 at 1:49 pm

    FED Pursuit mission impossible

  2. @petermerelis

    January 3, 2024 at 1:49 pm

    the reason the market is pricing in cuts in '23 is because the fed is over tightening us into a deep recession that they'll ultimately have to try to rescue us from.

  3. @gomachanLovely

    January 3, 2024 at 1:49 pm

    Talor cute 💝💝💝

  4. @unknown36187

    January 3, 2024 at 1:49 pm

    All the reason retail, institutions and hedge funds should invest heavily in $GOTU. Gauto Techedu, The Value of the company is extraordinary and profitable right now! Especially once removed from the US audit list. Which won't take much investigation at all.

  5. @rahfx5485

    January 3, 2024 at 1:49 pm

    If breakevens are correctly priced, then equities are bottoming now

  6. @MrYatesj1

    January 3, 2024 at 1:49 pm

    .30 for next year sounds nominal. Last time I heard the Fed said there will be Pain and we will hike higher and for longer until we know for sure inflation is dead. Sounds like Mandy has her own ideas but last I heard DON'T FIGHT THE FED. You all sound the the sport commentators just spouting off this or that just so you can hear yourself talk, yet its all irrelevant.

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Trump Says US Will Give Ukraine License to Make Patriot Missiles

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President Donald Trump, speaking at the NATO Summit in Ankara, Turkey, says the US plans to give Ukraine a license to make their own air defense Patriot missiles. During a meeting with Ukraine President Volodymyr Zelenskyy, Trump says it’s very complex, but we’ll “show them how to do it.”
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Ukraine Seeks Faster Patriot Production

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Axios defense reporter Colin Demarest says President Donald Trump’s proposal to let Ukraine produce Patriot interceptors faces significant manufacturing, licensing and technology hurdles, making it unlikely to address Kyiv’s immediate air defense needs. He says shortages of advanced interceptors continue to raise broader questions about defense industrial capacity, while Ukraine’s rapid innovation in drones is reshaping how allies think about modern warfare.
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Paramount-Warner Bros. Deal Challenged by California, States

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A group of 12 states sued Paramount Skydance Corp. Monday seeking to block its $110 billion bid to buy Warner Bros. Discovery Inc., alleging the blockbuster Hollywood deal would leave viewers with higher prices and fewer choices for movies and television.  Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst for Antitrust joins Bloomberg Businessweek Daily to discuss.
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Makary on FDA’s rollback of hormone replacement therapy warnings #shorts #fda #hrt #womenshealth

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Dr. Marty Makary, former FDA Commissioner, explains the decision behind the FDA’s rollback of long-standing warnings on hormone replacement therapy. On Wall Street Week we look at the $360 billion women’s health market, Wall Street’s investment in menopause and the challenges of distinguishing evidence-based care from marketing hype https://bloom.bg/3EMZYZX

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Maine Democrats Face Tight Senate Deadline

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Bloomberg’s Boston Bureau Chief Brooke Sutherland says Maine Democrats are racing to choose a new Senate nominee after Graham Platner withdrew, leaving the party with little time to unify behind a replacement in a race viewed as critical to control of the Senate. She says party leaders face pressure over the candidate vetting process as delegates prepare to select a nominee from a crowded field ahead of the filing deadline.
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