Deutsche Bank’s chief global strategist Chadha spoke in a media interview (CNBC) on the Federal Reserve and US equities:

  • said the firm is "constructive" on equities
  • does not think a rate cut is needed for equities to continue to rise
  • sees one rate cut from the Federal Open Market Committee (FOMC) this year, "but all the way in December”
powell santa 01 December 2022

Too early for a Santa rally?