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Understanding BRICS+: The New Economic Powerhouse?
Understanding BRICS+ is not just about observing geopolitical changes; it’s about identifying actionable insights that can inform investment strategies in a rapidly evolving financial landscape.
The Big Rate Cut
The US Federal Reserve’s (Fed) Federal Open Market Committee (FOMC) will hold its next meeting on 17-18th September and is widely expected to cut official interest rates by 0.25%, although there is an outside chance of a 0.50% cut. A rate cut has most likely been priced into both equity and bond markets, but the potential remains for a volatile market reaction to the meetings depending on the magnitude of the cut and the language that Fed chair Jerome Powell uses.
Decoding China’s Third Plenum: Policy Shifts Impacting Global Markets
China’s Third Plenum has had limited coverage in the Western financial media despite containing what Carrara considers several significant policy shifts – especially given the impact that the Chinese economy has on global markets. This note breaks down the event’s policy agenda into the key areas that may have an impact on global markets and hence investment portfolios.