Federal Reserve

Latest news and analysis on Federal Reserve

Macro

Why stocks could be boosted, thanks to a different "Taylor"

Listening to a different Taylor may deliver more Karma to your portfolio this year.
Alastair MacLeod
Wheelhouse Partners
Views from the Top

Fidelity's Global CIO shares his 4 favourite asset classes for 2024

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.
Hans Lee
Livewire Markets
Macro

US core inflation picks up in January on stronger services

US core inflation picked up sharply at the start of the year.
Kieran Davies
Coolabah Capital
Macro

Policy rules and risks to current market pricing of interest rates

CCI used policy rules to judge the risks around market pricing of rates in the US, euro area and Australia.
Kieran Davies
Coolabah Capital
Macro

A recession dashboard, Fed peaks and Asian commercial property

This edition of Charts of the Week considers our position at the likely peak of the rate cycle.
Macrobond Financial
Macrobond Financial
Macro

Why markets appear priced for perfection with little insurance for downside risk

The latest episode of our Complexity Premia podcast is live and addresses the outlook for 2024
Christopher Joye
Coolabah Capital
Outlook Series

What's next for central banks and what will it mean for investors?

What will "peak rates" mean for investors in Australia - and when can we expect rate cuts?
Shane Oliver
AMP
Macro

Earnings season forecasts are diverging at a historic pace

For our first pack of new charts in 2024, we take a deep dive into historic trends.
Macrobond Financial
Macrobond Financial
Equities

The three-letter word that sparked a massive rally in stocks and bonds

Fed officials expect to see three rate cuts in 2024 and that's pushed major US benchmarks towards all-time highs.
Kerry Sun
Livewire Markets
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
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