Ben Squared: 10th September: US Rate Cuts… But How Many?

In Invesco’s latest Ben Squared podcast our resident pair discuss the latest US Jobs Report and whether it is nail in the coffin of our ‘No US rate cuts in 2025’ call? The conversation also reviews the health of the US jobs market and consumption prospects, as well as inflationary dynamics, setting us up for a debate about the path of US interest rates in the coming months and quarters. The conversation then pivots to the equity market, offering insight on why stocks have generally maintained decent upward momentum, before a brief review of investment strategy and fund flows.  The conversation concludes with some glancing (but still informative) commentary on French political developments and whether this presents a systemic threat to broader capital markets. This podcast was recorded on 9th September 2025.  *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.