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| | | ... were implemented in full - particularly tariffs and large-scale deportations - they would pose risks to both growth and inflation," Chatfield said. "However, as in Trump's first term, it's likely that some of the commentary is dialled back and ... |
| | | | ... Griffin is also bullish on the smaller end of the financial sector, especially those tied to the US market. "Any easing of inflation and interest rate cuts should bolster consumer demand for credit, and lower funding costs," Griffin said. Additionally ... |
| | | | ... 2023. Miller said the prediction is supported by weak private economic activity and the RBA's overachievement in its inflation target. Miller's prediction matches that of the market, which has priced in a 70% likelihood for an interest rate cut. "I am ... |
| | | | ... attractive, countercyclical entry opportunity," Cooper said. The US withdrawal from the Paris Agreement and repealing of the Inflation Reduction Act may harm sentiment but it will not directly affect company forecasts, she said. Ninety One predicts growth ... |
| | | | ... 2.0 kicks off. Market mayhem Investors are reducing bets on interest rate cuts in the US and pricing in more potential inflation under a Trump government, which could continue to weigh on stock markets, according to Zenith Investment Partners head of ... |
| | | | Despite the raging bull market, and lower inflation and unemployment levels, JPMorgan Chase chief executive Jamie Dimon is "cautiously pessimistic" about the US economy in 2025. Dimon said in a CBS interview that geopolitical tensions underpin his stance ... |
| | | | ... there is an urgency for the RBA to cut rates. The tight labour market will continue to exert upward pressure on services inflation, which is more pronounced relative to the US," McCormack said. McCormack's stance differs from expectations with markets ... |
| | | | ... and that other countries impose only minor retaliatory measures on US exports." Mousina said there is also hope that inflation will not reaccelerate and undo the positive work done during 2024 to bring it down. "We expect core inflation to slow in 2025 ... |
| | | | How the Trump administration handles geopolitical conflicts, including the Russia-Ukraine war and Israeli-Palestinian conflict, will inject uncertainty to private markets, according to IFM Investors' Private Markets Macro Outlook. IFM Investors chief ... |
| | | | ... ANZ and Macquarie have moved their interest rate cut predictions forward to February from May following last week's inflation data. ANZ head of Australian economics Adam Boyton said the bank was expecting core inflation to drop to 3.2%, down from 3.5% ... |
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