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2024-12-19T09:53:18+0000
English
Versace
Is the Fed on hold for now? June rate cut no longer in view?
With almost every US data point from jobs to manufacturing and commodities prices showing upward price pressures remain, should there be an interest rate hike instead of a cut?
2024-04-10T17:42:03+0100
‘Taiwan quake to hit chip output, full impact not yet known’ - Versace
‘Taiwan’s biggest earthquake since 1999 will hit some chip output,’ says Tematica CIO, Chris Versace, ‘but how badly or how long remains to be seen.’
2024-04-03T16:38:34+0100
‘Fed has a narrow window to cut rates in 2024’ - Versace
‘It’s election year, so being candid, June, November or December,’ says Tematica CIO, Chris Versace, ‘is likely to be the times when the Fed can cut rates’.
2024-03-06T15:43:48+0000
‘Expect more streaming consolidation’ – Versace
Reliance and Disney merge their India media assets to create an $8.5 bln powerhouse.
2024-02-28T16:16:27+0000
"US elections, earnings, rate cut expectations to drive mood of the markets" – Versace
"If we see the Republicans take the presidency back, it could be positive for the stock markets," says Chris Versace, CIO of Tematica.
2024-01-25T13:43:00+0000
‘Markets need to accept recalibration of rate cut expectations’ – Versace
There needs to be an acceptance that the US economy continues to be stronger-than-expected, says Tematica CIO, Chris Versace, and investors need to pare back their Fed rate cut timing expectations.
2024-01-17T15:24:00+0000
