DiscoverThe Investment Perspective, with Ninety One#48 Fed cuts as expected, but strains are showing
#48 Fed cuts as expected, but strains are showing

#48 Fed cuts as expected, but strains are showing

Update: 2025-09-18
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The Fed’s 0.25% cut landed as expected, but markets are left weighing a more complicated picture: cooling jobs, stubborn inflation, and a divided FOMC. Philip Saunders unpacks what the move really signals and where opportunity can be found amid the noise.

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#48 Fed cuts as expected, but strains are showing

#48 Fed cuts as expected, but strains are showing