External broker reports(aggregated public sources), Nordea

Nordea

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External broker reports(aggregated public sources)

Macroeconomics

<ul><li>US markets have almost caught up to our fed forecast. We see more upside from here with a Trump win that could reignite inflation.</li><li>US rates markets have gone from pricing a total of 150bp rate cuts in 2024 around the time of the September FOMC meeting, to less than 100bp currently.</li><li>The pricing of the terminal fed funds rate has increased from below 2.8% to above 3.4%. Our forecast has since 20.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

US markets have almost caught up to our fed forecast. We see more upside from here with a Trump win that could reignite inflation.US rates markets have gone from pricing a total of 150bp rate cuts in 2024 around the time of the September FOMC meeting, to less than 100bp currently.The pricing of the terminal fed funds rate has increased from below 2.8% to above 3.4%. Our forecast has since 20.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Macro & Markets: Catching up