The Fed takes bold action: cutting rates from a position of strength

In a surprise move, the Federal Reserve has cut its benchmark interest rate by 0.5%, kicking off its first easing cycle since the pandemic began. But unlike previous rate cuts, this decision is not a response to economic weakness – instead, it's a proactive bid to prevent future downturns. We break down what this means for markets, including stocks, bonds, gold and oil. Among the guests today are Norbert Rücker, Head of Economics & Next Generation Research, and Nicolas Jordan, CIO Office, who share their insights on the implications for investors. 00:00 Introduction by Helen Freer (Investment Writing) 00:41 Markets wrap-up by Roman Canziani (Head of Investment Writing) 06:33 Commodities – energy and gold: Norbert Rücker (Head of Economics & Next Generation Research) 11:21 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis) 14:47 Closing remarks by Helen Freer (Investment Writing) Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.