Year-End Market Recap & Global Rate Cuts Explained | The Weekly Rebalance #17
Автор: Revisor
Загружено: 2026-01-02
Просмотров: 6
Описание:
In this New Year’s edition of Weekly Rebalance, Ethan and Nick wrap up 2025 with a deep dive into global monetary policy shifts and their impact on markets. From the Fed’s dovish stance to 850 basis points of cumulative rate cuts across major economies, we explore what this means for risk assets, fixed income, and your portfolio heading into 2026.
You’ll learn:
Why global rate cuts in 2025 were the largest since 2008–2009.
How central bank actions shaped equity and bond performance.
Tactical ideas for positioning in a cutting cycle.
Key takeaways for seasonality and year-end trends.
🎯 Actionable Insight: Understand how a synchronized global cutting cycle creates opportunities—and risks—for investors.
Timestamps:
00:05 – Welcome & Year-End Market Overview
00:22 – Why 2025 Was a Historic Year for Rate Cuts
29:37 – Trivia: Guess the Total Global Rate Cuts
30:51 – The Real Number: 850 Basis Points
31:15 – Context: Largest Cuts Since 2008–2009
31:26 – Impact on Returns & Fixed Costs
32:03 – Global Cutting Cycle Explained
32:27 – Wrap-Up & Happy New Year
#WeeklyRebalance #globalmarkets #interestrates #fedpolicy #investmentstrategy #marketanalysis #portfoliomanagement #financialmarkets #wealthmanagement #riatech #addepar #fixedincome #ratecuts #economicoutlook
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