Federal Reserve

Latest news and analysis on Federal Reserve

Macro

Good news on US inflation points to the Fed on hold next month

The Fed seems likely to hold rates steady at its final policy meeting this year.
Kieran Davies
Coolabah Capital
Macro

The widening US budget works against the Fed

Budget positions across the US, euro area and Australia are widely dispersed despite unemployment still near its lowest level in decades.
Kieran Davies
Coolabah Capital
Macro

Mixed signals from real estate prices for central banks

General strength in residential real estate prices contrasts with pronounced weakness in commercial property prices.
Kieran Davies
Coolabah Capital
Macro

Stock valuations, European gloom and bullish Japan

This week’s charts begin with GARP – “Growth at a reasonable price”
Macrobond Financial
Macrobond Financial
Macro

The US Sahm rule recession indicator edges up

US unemployment has edged up to almost 4%
Kieran Davies
Coolabah Capital
Macro

Strong US wages growth continues

Wages growth has slowed, but was the fastest in trend terms since 2000.
Kieran Davies
Coolabah Capital
Macro

Real yields, Taiwanese trade and Bitcoin’s rally

This week’s charts begin with a historic look at US bond returns
Macrobond Financial
Macrobond Financial
Macro

Global inflation, air freight, trade trends and the shekel

This week’s charts include three inflation visualisations that span the globe.
Macrobond Financial
Macrobond Financial
Macro

German trade, inflation measures, SWIFT and the yuan

This week’s charts begin with a dashboard that helps us dissect Germany’s stagnant exports.
Macrobond Financial
Macrobond Financial
Equities

Investors should be excited, not fearful

'Higher for longer' is the consensus trade. But what if it's wrong? Where should contrarian investors be investing right now?
MQG
Greg Canavan
Fat Tail Investment Research
Macro

Non-farm payrolls may show only modest softening in the US job market

Our economist models healthy US employment print using Indicio.
Macrobond Financial
Macrobond Financial
Macro

Cash flows and the effectiveness of monetary policy

Higher interest rates have the same estimated effect on inflation in Australia, the euro area, and the USA.
Kieran Davies
Coolabah Capital
Macro

Falling commercial real estate prices

Commercial property prices have fallen sharply in the US and Europe
Kieran Davies
Coolabah Capital
Macro

How to position portfolios as the Fed presses pause

The Fed is approaching the end of its rate hike cycle. Cuts are more likely than not next year. This is a backdrop that favours bonds.
Isaac Poole
Oreana Financial Services
Macro

Scary Septembers for stocks, money supply and world inflation

As we move into the Northern Hemisphere autumn, this week’s charts begin with a visualisation of stocks in September
Macrobond Financial
Macrobond Financial
Macro

Jackson Hole Preview: Will a hawkish Powell trample markets?

Will Powell unleash another hawkish spiel about how the Fed must 'keep at it until the job is done'?
Kerry Sun
Livewire Markets
Macro

US resilience helped by loose fiscal policy

The US budget is still deep in the red this far into the economic recovery.
Kieran Davies
Coolabah Capital
Macro

Commodity correlation, currency effects, Bitcoin rallies and the Fed

This week’s charts begin with a candlestick that shows how the current foreign-exchange volatility
Macrobond Financial
Macrobond Financial
Macro

US wages growth picks up over the past few months

The resilience of wages growth likely reinforces the Fed's concern that it may take longer for core inflation to return to the 2% target.
Kieran Davies
Coolabah Capital
Macro

Charts of the week: China’s weak borrowing, central bank challenges, natural disasters

Chinese households avoid borrowing, Fed dot plot tightens, UK inflation crunch, OECD producer prices fall while CPI lags and more.
Macrobond Financial
Macrobond Financial
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