Worldwide investors Eye Fed and Trade Talks for the next market trigger

Global markets scrape this week before the Federal Reserve policy decision, with speculation that is reduced in the scale of a potential rate reduction. Although most investors expect a reduction of 25 basic point, discussions have won the possibility of a sharper cut of 50-based point at the Momentum.

“The markets are really waiting for Edge for that long-awaited FED rate,” said William Lee in an interview with ET NOW.

“I personally would have cut last july and I would have cut by 50 Basic Points and now they are behind this curve Because the Labor Market Has Come in much Waker than we thought and inflation Really has no signs of the fift ITS HEADS, in Terms of the, in Terms, in Terms, in Terms, in Terms, in Terms, in Terms, in Terms of the, in Terms of the, in Terms of the, in Terms of the fifts of the fifts of the fifts of the fifts of the fifts of theiff of theiff, in Terms of thefs, in Terms or Really is Way Behind and the 50 Basic Point Cut would be appropriate, Although I Think that would take a bit of nerve for a lot of the members to vote for a 50 basic point cut at this point, although they do it once before. “

In addition to rates, currency markets have also attracted attention, with the dollar index recently slips below 97 points. The development has led to discussions about whether capital could move to emerging markets.

Lee, however, warned to read too much in short -term movements. “The type of money induced by daily or week-to-week dollar movements is really a portfolio of a hot money flow,” he noticed. “As far as American policy is concerned and Donald Trump and the Federal Reserve are worried, in which the US is really interested, attracting investments in the longer term and that is exactly what trade policy is focused on. President Trump has said that the US is ready to do business, to protect your dollars here in the United States.”

He added that the decline of the dollar should be seen as part of a broader correction instead of a fundamental shift. “Although you say that the dollar has slipped a bit, it has lost, for example, the highlight in the short term of February where it was a lot overvalued. So what we see now is a standardization of the dollar and that economy itself is doing pretty well and with the labor market that is getting to a more sustainable pace, things are really in balance. Debat and the debate. “Tiktok will be great for our young people, great for part of the retail audience. But as far as the actual price is concerned, China still distracts us with all kinds of obstacles to prevent Jensen Wong from selling his advanced AI chips in China and that is where the real price will be. ” Asked whether President Trump will probably penetrate his trade agenda with New Delhi, as he tried with Beijing, Lee emphasized the complex balancing of India.

“With India, India has a very difficult position because India wants to demonstrate that it is an important player in the world. So Premier Modi has really made a number of very strong explanations about the BRICS countries that Russia and China have a little more to let the world know that India will never be a maid for the United States,” he said.

“But it is very much in the interest of India to arrive at deals where they open up their markets for US firms especially financial services and digital services and also the fact that a lot of the tech in India is very complimentary of the tech investments that goes on the United States. So, opening up India’s markets for investments from US and global investors that then promote trade between the US and India will be the most ideal condition for India and that is exactly the kind of terms that the negotiators are trying to arrive at and yet maintain Het uiterlijk dat India de Verenigde Staten nooit zal kowtow en dat is zeer begrijpelijk gezien het feit dat India de vierde grootste economie ter wereld is en een zeer moeilijke positie heeft in dat part of the world. “