Or Q1? At the very least, hopefully, fewer RiFs in banking divisions in the fourth quarter than might otherwise have been the case?
The Federal Reserve Bank still remains the nerve center for the united states economy while financial markets indicating there may be a September decease to interest rates or at least a suggestion of lowering rates started a rally last week after the Jackson Hole speech by Fed Chair all roads leading to Jerome Powell growing downsize to risk may warrant an adjusted policy stance. Deals in the market are on the rise within multiple sectors.
1 Like
Agreed. But Q4 or Q1? This is the question
My thoughts on the speculation would be from Q4 could be as soon as September of 2025 Q3.
We are rapidly entering a world where there are two rather distinct global economies: the United States’ economy, and everyone else’s.
Unfortunately, there’s no point in being the only ship at sea if everyone else drowns. What do you do then? Yes, you can have a completely closed economy or whatever. But the US is walking a dark path, although maybe one it has always been destined to (and every other country in its position/prominence is destined to).
We are living in the time of the Gracchi brothers.
By year end would be Quarter 4.
According to BBG, deals are picking up even in China. But wouldn’t get too excited, as second Real Estate meltdown is coming there.
2 Likes