Kyle Rodda

Markets expect a 25bp rate cut at the FOMC meeting on December 18, 2024, amid strong U.S. economic data. However, the outlook for 2025 remains uncertain as inflation and growth trends evolve.

US CPI data on December 11 will influence the Fed's December rate cut decision. Analysts predict a 2.7% CPI rise, with sticky inflation in services complicating the path to the 2% target. Market focus remains on core inflation and its impact on 2025 rate expectations.

The RBA is set to meet for the final time in 2024, with the central bank handing down its decision at 2:30PM on Tuesday the 10th of December.

November Non-Farm Payrolls may confirm a Fed rate cut, boosting equities, weakening the USD, and supporting gold. Key insights on jobs, wage growth, and USD/JPY impact.

An in-depth analysis of the AUD/USD downtrend ahead of Australia's September quarter GDP data release. Discover how weak household demand, elevated inflation, and global factors like the US-China trade dynamics are shaping the Australian Dollar's performance. Technical insights and market trends included.

Nvidia is set to release its fiscal Q3 2025 results, with analysts anticipating strong growth in revenue and earnings, driven by demand for AI and data center products. Investors will focus on guidance for chip demand and insights into the company's next-generation Blackwell AI chip, which could significantly influence future growth.

Australian labour market and wage data to reveal job growth resilience, shaping RBA rate cut expectations and impacting AUD amidst global economic shifts.

The FOMC cut interest rates by 25 basis points at its November meeting, aligning with expectations. Wall Street hit record highs following the decision, with tech stocks leading the rally. Markets are pricing in a probable December cut amid resilient economic indicators.

The Reserve Bank of Australia is expected to keep its cash rate on hold at 4.35% when it announces its policy decision at 2.30PM on the 5th of November, 2024. Despite ongoing evidence of soft demand, upside risks to inflation are likely to remain the central bank’s primary concern.

The US earnings season has started on a positive note, with major banks exceeding expectations and boosting market sentiment.Key themes for the sector include investments in artificial intelligence, capital expenditure returns, and consumer trends in advertising and e-commerce. The S&P 500 continues to climb, driven by strong earnings, resilient economic growth, and the potential for interest rate cuts. Keep an eye on significant support and resistance levels as the market tests new record highs.