🔴 Fed cuts are coming.. the question is when and how much 🏛🇺🇸 ?

👈 Three things investors need to know this week:

1. The Fed has confirmed that it will cut interest rates soon.. the question now is just how fast.

2. Markets are pricing in 4-5 cuts this year with a possible double cut (0.5%) in September.

3. Our view is that the US economy may be slowing, but it is still performing well, so we see the Fed taking its time with rate cuts.. currently, we expect one cut in September and another by the end of the year.. Ultimately, the Fed’s choices will make a big difference to the Bank of England and the European Central Bank, both of whom are keen to cut rates early, as they have to compete with similar inflation but much lower growth.