Trump’s moves on the Fed fuel expectations of a September rate cut
Financial markets are once again focusing on the Fed and its upcoming monetary policy moves. The appointment of the new FOMC member (Stephen Miran) could shift the balance within the central bank’s board and accelerate the timing of rate cuts. Equities remain uncertain, while positive signals are re-emerging for gold, and corporate bonds continue to trend higher.
Our macro dashboards continue to indicate a risk-on environment, with medium-term trends in both equities and bonds confirming an upward trajectory.
It is essentially a calm day on the macro data and earnings front, with no particularly significant events to report, except for labor market data in Canada.
Our forward-looking analyses still show substantial uncertainty in equity markets, with few convincingly positive signals. The bond market shows confirmation of its current trend, while in commodities, gold is sending positive signals. Volatility remains stable.
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NOTES AND WARNINGS
Data compiled by kbmeter.com. Analysis date: 8 August 2025 - 7:32 AM GMT+1
This content is provided for informational purposes only and should not be considered financial advice. All scores and assessments are based on the previous trading day’s closing prices. Futures indications refer to the date and time of the analysis.
