Atlanta Fed GDPNow U.S. Real GDP Estimate

Atlanta Fed GDPNow U.S. Real GDP Estimate The Atlanta Federal Reserve’s latest GDPNow model forecast projects a 2.9% annualized increase in U.S. real GDP for Q1 2025, down from a previous estimate of 3.9%, indicating a slight moderation in economic growth expectations. Image: Federal Reserve Bank of Atlanta

Global Equities Around Fed Cut With And Without Recession

Global Equities Around Fed Cut With And Without Recession Strong performance in global equities is common after the Fed’s initial rate cut, particularly when the economy remains recession-free for the subsequent 12 months. Image: Goldman Sachs Global Investment Research

Fed Funds Rate

Fed Funds Rate Goldman Sachs expects the Fed to implement two 25 basis point rate cuts in 2025, with an additional cut projected for 2026. How will the Fed navigate potential increases in trade tariffs under the Trump administration? Image: Goldman Sachs Global Investment Research

S&P 500 Pre and Post Fed Rate Cuts

S&P 500 Pre and Post Fed Rate Cuts Historically, U.S. stocks have shown strong performance in the two years following the start of a Fed rate cut cycle, especially during nonrecessionary periods. Image: Goldman Sachs Global Investment Research

Fed Funds Futures

Fed Funds Futures Markets are still pricing in Fed rate cuts for 2025, but expectations have been scaled back due to persistent inflation concerns. Image: Deutsche Bank

Energy Prices vs. Fed Rate Cuts

Energy Prices vs. Fed Rate Cuts Energy prices have historically risen after the Federal Reserve begins cutting interest rates. Image: MarketDesk Research

Average U.S. 10-Year Treasury Yield Performance in Fed Rate Cut Cycles

Average U.S. 10-Year Treasury Yield Performance in Fed Rate Cut Cycles Since 1966, the current Fed easing cycle has resulted in the second-worst performance of 10-year U.S. Treasury bonds. The only period with worse performance was in 1981, during Chairman Paul Volcker’s aggressive measures to combat inflation. Image: Deutsche Bank

Federal Debt Outstanding % GDP and Federal Interest Payments % GDP

Federal Debt Outstanding % GDP and Federal Interest Payments % GDP Recent interest rate cuts are easing federal interest expenses but raise concerns about long-term fiscal sustainability, as interest payments are expected to increase significantly in the future. Image: TS Lombard

Implied Fed Funds Target Rate

Implied Fed Funds Target Rate The Fed has revised its 2025 projections, now anticipating only two rate cuts instead of four, with future reductions dependent on the progress made in managing inflation. Image: Bloomberg

S&P 500 Performance After Fed Cuts Within 2% of All-Time Highs

S&P 500 Performance After Fed Cuts Within 2% of All-Time Highs Bulls rejoice! Since 1980, when the S&P 500 was within 2% of its all-time high during a Fed rate cut, it has been positive 100% of the time over the following 12 months, with an average gain of 13.9%. Image: Carson Investment Research