US interest rates (Fed cuts) will come sooner and faster in 2024 than markets expected in January 2024 (about six cuts starting in March).
Inaccurate ●●●●●
“We think interest rates are going to fall sooner and faster than most expect—and that should be supportive of valuations.”
- Said on
- 23 January 2024 · Interview on CNBC, as reported by Benzinga; she said the 5.25%-5.5% fed funds rate "was just too high." Window inferred as 2024.
- Source
- Cathie Wood Sees Fed Cutting Interest Rates, Stopping 'Rolling Recession' · Benzinga
- Should come true
- 2024
- How sure they sounded
- We think
- Categories
- EconomyMarkets
- Importance
- 3 of 5 · A call on US monetary policy, which drives markets globally.
Outcome
Inaccurate
In January 2024 markets priced about six cuts (roughly 150 basis points) starting in March. The Fed held until September 18, 2024 and cut 100 basis points in total in 2024, so rates fell later and by less than most expected, not sooner and faster.
- https://www.federalreserve.gov/newsevents/pressreleases/monetary20240918a.htm
- https://www.federalreserve.gov/newsevents/pressreleases/monetary20241218a.htm
- https://benzinga.com/analyst-ratings/analyst-color/24/03/37848854/fed-interest-rate-cut-bets-skate-on-thin-ice-markets-on-edge-fomc-meeting-preview
History
- 2026-10-17 00:03:07 · created by claude
- 2026-10-17 00:03:07 · categorized by claude
- 2026-10-17 00:03:50 · scored by claude
- 2026-10-17 00:06:30 · categorized by claude