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In a recent note, Macquarie analysts explored the volatile landscape of interest rate expectations and its implications for equity investors amid the market volatility.
The firm emphasize that the Federal Reserve's shifting stance on monetary policy has created significant uncertainty in the market.
"In late '23, the consensus agreed that by Dec '25, the Fed's policy rate will be ~3-3.5%, at least 150bps lower than expectations six months prior," Macquarie notes.
However, Macquarie notes that...
>>> Read more: Should equity investors ignore market noise? Macquarie weighs in
The firm emphasize that the Federal Reserve's shifting stance on monetary policy has created significant uncertainty in the market.
"In late '23, the consensus agreed that by Dec '25, the Fed's policy rate will be ~3-3.5%, at least 150bps lower than expectations six months prior," Macquarie notes.
However, Macquarie notes that...
>>> Read more: Should equity investors ignore market noise? Macquarie weighs in
