Interest Rates – U.S. Federal Funds Rate Expectations

Interest Rates – U.S. Federal Funds Rate Expectations BofA expects a 3.5-3.75% terminal rate in this cutting cycle, up 50bp from their previous forecast. This suggests a need to tighten monetary policy to control inflation and maintain economic balance. Image: BofA Global Research

Interest Rates – Fed Funds Rate

Interest Rates – Fed Funds Rate Goldman Sachs now expects the Fed to implement three rate cuts in 2024, down from its earlier projection of four rate cuts, in response to elevated inflation data and evolving economic conditions. Image: Goldman Sachs Global Investment Research

Interest Rates – Fed Funds Futures Curve

Interest Rates – Fed Funds Futures Curve The Federal Reserve has likely reached a stage where it no longer plans to increase interest rates. This potential pause in rate hikes could have significant implications for various economic factors. Image: The Daily Shot

When Will the Fed First Cut Interest Rates?

When Will the Fed First Cut Interest Rates? Will the Federal Reserve start lowering interest rates in the second quarter of 2024? A decision that holds significant implications for the economy and financial markets. Image: BofA Global Fund Manager Survey

S&P 500 Index Valuation vs. Interest Rates

S&P 500 Index Valuation vs. Interest Rates The S&P 500 trading at relatively high valuations, should investors consider overweighting U.S. Treasury bonds while simultaneously underweighting U.S. equities in their investment portfolios? Image: Real Investment Advice

Interest Rates Since 3000BC

Interest Rates Since 3000BC The end of the era of low global interest rates could potentially have far-reaching implications for both businesses and consumers alike. Image: BofA Global Investment Strategy

U.S. Dollar vs. Real Interest Rates

U.S. Dollar vs. Real Interest Rates Higher real interest rate differentials between the United States and the world are generally associated with a stronger U.S. dollar. Image: BCA Research