Central Banks Signal End to Rate Hikes as Data Shows Cooling Growth, Providing Clarity and Opening Opportunities in Stocks and Bonds
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Central banks like the Fed, ECB, and BOE have signaled they are nearing the end of their rate hike cycles, providing clarity on the path forward.
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Economic data shows growth is cooling somewhat, which could help ease inflation without causing a recession.
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The Treasury plans to borrow less than expected next quarter, relieving some pressure on bond yields.
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With more certainty about rates and the economy, there are opportunities in stocks and bonds at attractive valuations.
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Alternatives like infrastructure and private credit can offer diversification and yield if risks like inflation linger.