Fed monetary policy

In this piece, we look at three reasons why the Fed is done - and three reasons why the Fed may not be done.

This is an edited extract of a report that went to clients earlier this week. All I hear about is how tough a year 2022 has been. I guess that all depends on how you...

US core inflation and wage growth have both peaked, but remain high, with the split of inflation showing persistent, broad-based demand-driven gains in consumer...

While many wait and hope for a Fed pause or pivot - hanging on every piece of text and utterance from the Fed, the real focus should be on inflation expectations....

US wages growth is still rapidly accelerating with the employment cost index up about 4½% over the past year, which is the fastest growth since 2000 and 1991 before...

Interest rate hikes and global inflationary pressures, as well as the withdrawal of stimulus programs and geopolitical risks, are expected to increase volatility...

While supportive monetary policy continues to be a positive for equity markets in the short term, the commencement of tapering will drive vastly divergent returns, at...

As expected, the US Federal Reserve opted to cut official interest rates by 0.25 percent this week taking the rate down to 2.0 percent. In the press conference that...

The plunge in both short-term and long-term interest rates has sparked a debate about how other asset classes respond, including equities. In the wire below, I outline...

There’s not only a widening wedge between the US Federal Reserve (Fed) and all the other central banks, but between the Fed and Trump as well. We take a look at the...