Interest Rate Cuts – Coming Soon? How Low Will They Go?

Interest rate cuts may be on the way, and history shows they can happen fast. In the last three major rate cut cycles—in Jan 2001-Dec 2001, Sep 2007-Dec 2008, and July 2019-March 2020—the Federal Reserve (Fed) cut rates by 0.75% to 2.75% within the first six months. After each of these cuts, rates dropped below 2%.¹

During the periods following the rate cuts, the stock market also saw significant gains. For instance, the S&P 500 Index rose by an average of 34% in the 12 months following the end of each rate cut cycle.²

Last 3 Rate Cut Cycles. Sharp and Fast
Benefits for Consumers, Investors, and the Economy

In all three cycles, rates were reduced by 0.75% to 2.75% within six months, with rates dropping below 2%. These reductions helped make borrowing more affordable for consumers—lowering costs for mortgages, loans, and credit—and boosted economic activity by encouraging spending and investing.

For investors, lower interest rates can drive up asset prices as borrowing costs decrease and investment returns can become more attractive. Stocks often benefit from lower rates as companies can finance growth more cheaply, and bonds might offer lower yields but become more appealing in a low-rate environment. If rates are cut again, both consumers and investors could enjoy enhanced financial conditions and greater opportunities for growth.


Disclosure:
1. Source: Federal Funds Rate. Source Bloomberg Finance LP.
2. Source: Bloomberg Finance LP

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Nobel prize winning economist Harry Markowitz famously said, “Diversification is the only free lunch in investing.

Nobel prize winning economist Harry Markowitz famously said, “Diversification is the only free lunch in investing.

Nobel prize winning economist Harry Markowitz famously said, “Diversification is the only free lunch in investing.

A wise man once said, “Simplicity is the ultimate sophistication,” and no one embodies this wisdom better in the financial world than the “Oracle of Omaha,” Warren Buffett. Considered by many as the GOAT, he has built a net worth over $100 billion primarily by investing in a diverse set of companies through his company Berkshire Hathaway.

A wise man once said, “Simplicity is the ultimate sophistication,” and no one embodies this wisdom better in the financial world than the “Oracle of Omaha,” Warren Buffett. Considered by many as the GOAT, he has built a net worth over $100 billion primarily by investing in a diverse set of companies through his company Berkshire Hathaway.

A wise man once said, “Simplicity is the ultimate sophistication,” and no one embodies this wisdom better in the financial world than the “Oracle of Omaha,” Warren Buffett. Considered by many as the GOAT, he has built a net worth over $100 billion primarily by investing in a diverse set of companies through his company Berkshire Hathaway.

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