Slow food for thought

Insights and research on global events shaping the markets

Why the end of negative interest rates is no obstacle to the continued bull market in Japanese equities?

The global growth cycle hit its lowest point in 2023 and is now picking Earnings estimates have been creeping higher. Although central banks are hesitant to lower interest rates at this moment, they are conveying more accommodative signals to the market, which maintains the prevailing "risk-on" sentiment.

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Insights and research on global events shaping the markets

The SNB unexpectedly cut rates, resulting in a drop for the Swiss franc versus the Euro and Dollar and the S&P 500 hits record high as FED signals future cuts in 2024. Each week, the Syz investment team takes you through the last seven days in seven charts.

At its recent FOMC meeting, the Federal Reserve reaffirmed its stance, signaling three rate cuts in 2024, aligning with its December 2023 projections. The Fed also adjusted its longer-term outlook, projecting fewer rate cuts for 2025 and 2026. Meanwhile, the Swiss National Bank made an unexpected move by cutting rates, and the Bank of England conveyed a dovish stance while holding rates steady.

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24/03/2024

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