US FEDERAL RESERVE News & Analysis

The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit...

Investors can thank big tech and a resilient economy.

Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?

A smaller cut is narrowly expected, but a more aggressive move is possible.

Value stocks among financials, healthcare and consumer defensive sectors are supporting the market.

Everything investors need to know about frothy stock valuations, and why they may not be so bad.

But with inflation likely to ease as the economy slows, we see the Fed cutting rates around the year end.

The US, Australia and Canada now appear to be in a similar interest rate dynamic. 

The latest US inflation report leaves Fed likely on track for a rate-hike pause.

US interest rates are now at their highest since 2007, but Morningstar expects hefty rate cuts in 2024 and 2025