Fed phải cắt giảm lãi suất mạnh mẽ hơn vì việc làm: Canaccord Tony Dwyer
The Federal Reserve may have new incentives in the second quarter to cut rates deeper this year. Canaccord Genuitys Tony Dwyer thinks a deteriorating jobs market and easing inflation will ultimately push the Fed to act. “I‘m not saying that they have to go back to zero, but they have to be more aggressive,” the firm’s chief market strategist told CNBCs “Fast Money” on Thursday. “One of the most aggressive topics that I talk to clients about is how bad the incoming data is.” Dwyer contends falling employment survey participation rates are skewing the Bureau of Labor Statistics jobs report data. The next monthly jobs reading is due Friday. “It‘s not that they’re manipulating the data. The conspiracy theories go bananas with this stuff. It‘s really that they don’t have a good collection mechanism. So, the revisions are significant and most of them have been negative now,” said Dwyer. “Our focus now is those rate cuts are what you need.” At the March Federal Reserve policy meeting on interest rates, officials tentatively planned to slash rates three times this year. They would be the first cuts since March 2020. Dwyer expects the rate reduction will give , , và stocks a boost. The groups are positive