interest rates

Latest news and analysis on interest rates

Macro

Federal Reserve charts path to monetary easing

The Fed and markets agree that rate cuts are coming, but less so on exactly when. Rather than being time dependent, the Fed will remain data dependent, likely...
Seema Shah
Principal Asset Management
Macro

ECB is more hawkish than the Fed

The European Central Bank (ECB) kept its key policy rates on hold today for the second consecutive meeting. The interest rate on the main refinancing operations, the...
Seema Shah
Principal Asset Management
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
Equities

Seven reasons to expect another good year for global equities

Double digit returns are on the cards
Anthony Doyle
Anthony Doyle
Firetrail Investments
Macro

Getting Fed up with rate hikes?

In this piece, we look at three reasons why the Fed is done - and three reasons why the Fed may not be done.
Janu Chan
Bitesized Economics
Fixed Income

Why now is the time to go overweight on bonds

Rates pricing may also be trying to tell the Reserve Bank an important message.
PIMCO .
PIMCO
Macro

Chinese manufacturing PMI fell to 49.5, New Zealand unemployment rate rose to 3.9%

Weekly Update | 3rd November, 2023
FMG
PLS
+2
Hue Frame
Frame Funds Management
Macro

Australian NAB business confidence static at 1, UK GDP m/m grew 0.2% in August

Weekly Update | 13th October, 2023
SEK
SQ2
XRO
+1
Hue Frame
Frame Funds Management
Macro

The rise and rise of US employment

The US economy has been amazingly strong, as reflected in soaring bond yields. But is there a good reason for the US economy's resilience?
Janu Chan
Bitesized Economics
Macro

US manufacturing ticked up to 49.0, Swiss CPI m/m dropped– 0.1% in September

Weekly Update | 6th October, 2023
COH
FMG
+7
Hue Frame
Frame Funds Management
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