FOMC

Rational Active Allocation - Update (Sep 2024)

Rational Active Allocation - Update (Sep 2024)

Earlier in September we highlighted the importance of liquidity and the impacts it has on the Bitcoin price. If you missed it, you can catch up on the charts and blog Liquidity is everything!

The Federal Reserve has started cutting rates again to help lower borrowing costs. This could impact the stock market - the S&P 500 tends to go down by about 4% in the first six months after the first rate cut if we're in a recession, but can go up by about 14% (on average) if we're not.