Federal Reserve

Credibility with the public reduces the economic cost of controlling inflation

This week’s charts begin by revisiting our table of winners and losers in the S&P 500

This week’s charts start with three visualisations focused on equities.

Jay Powell says the US banking system is 'sound and resilient' as regional banks melt down. If it wasn't so serious, it would be hilarious.

It admits it owes more than it owns, and if it were a company it’d be bankrupt, but insists this doesn’t matter. I’m sceptical.

The Federal Reserve's own economists now believe a mild recession is inevitable stateside. Equity traders disagree.

The US labour market is past its peak, but still remains very tight despite higher interest rates.

This week’s charts begin with bearish trends

This week’s charts address the repercussions of banking crises on both sides of the Atlantic

This week’s charts revisit the evolution of Fed funds futures as the US central bank heads into a potentially pivotal meeting

Lazard's Chief Market Strategist argues valuations are too high and markets are too optimistic, with a recession likely in H2 2023.

Livewire's most widely-read contributor sits down for a conversation you cannot miss.

Central banks are notoriously "behind the curve". But a former deputy governor, Stefan Gerlach, tells us why he holds even graver concerns.

Greg Canavan explains how liquidity flows are driving equity markets higher to start the year, and why they may not last

The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.

Plus, the third kind of inflation that you've never heard of! And today's top read is all about the money found in the new economy.

The US Federal Reserve hiked by another 0.75% at its November meeting. There has been a remarkable amount of tightening in a short period of time. Equities and rates...

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...

Over the past 25 years, global investors have become conditioned to the notion that central banks will bail out global asset markets amid the first sign of stress....

The RBA surprised markets by hiking 0.25% in October. The Bank remains hawkish. More rate hikes are set to follow over the rest of 2022. But the RBA’s move to slower...