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Charlie Jamieson, Chief Investment Officer, discusses the impact of the recent US rate cut and its implications for the US economy. Despite concerns over growth forecasts, inflation appears to be under control for most G7 nations.

The path for further rate cuts seems likely, with the US Federal Reserve signalling more easing ahead. If economic growth decelerates rapidly, the US Fed may opt for additional cuts, and market sentiment will be heavily influenced by US employment data.

There’s been a substantial delay between the pausing of this rate hike cycle and the beginning of rate cuts—506 days in this case, an unusually long period. Will rate cuts shape the outlook for the remainder of 2024 and into 2025? Charlie Jamieson delves deeper into this trend and examines the potential moves from the RBA.

Filmed: 19 September 2024 - 8:05 min