us federal reserve

Trump’s push for a dovish Fed and the RBNZ’s need for a Governor provide insight into both central bank independence and economic impacts.

Annualised core US inflation rose to 3.8% in January up from a 1.7% trough in July, although some economists point to US PCE still falling.

The Fed’s November rate cut, though widely expected, sets a cautious tone as policymakers navigate a complex landscape under the upcoming Trump administration. With...

The first Federal Reserve rate cut in four years has come and gone. But what happens now?

The Fed’s aggressive 50 basis point rate cut, while unconventional, reflects a proactive approach to stave off any potential economic weakness. Despite associations of...

We canvas the views of leading commentators to answer an important question that is hanging over markets.

Each year, the Federal Reserve Bank of Kansas City hosts the Jackson Hole Economic Symposium, attended by global central bankers, policymakers, economists, and...

While the Federal Open Market Committee (FOMC) kept its benchmark policy rate unchanged yet again, and the tone of the statement and press conference was intended to...

In the first of a two-part series, we discuss what we learned from our recent trip stateside

We slightly increase our expectations for the ASX 200 this year but also anticipate a more volatile, constrained outlook

The June CPI reading significantly increases the likelihood of a Federal Reserve rate cut in September. This marks the second consecutive month of weaker-than-expected...

Despite economic uncertainty, markets rallied in the first half of 2024, driven by expected Fed rate cuts and surging AI stocks. The second half of the year is likely...

Despite reduced Fed rate cut expectations for this year, the outlook for risk assets remains positive. The same economic strength that is delaying rate cuts should...

Following a fairly terse opening statement where the Fed noted that there has been a lack of inflation progress of late, Powell’s press conference ultimately delivered...

Wages growth has slowed a lot from its COVID peak, but the improvement looks to have broadly stalled recently.

Federal Reserve Chairman Jerome Powell has become more hawkish on interest rates and this could have dire consequences for the stock market.

Yesterday's US CPI data was worse than expected, so what's the timing of the US interest rate cuts now? (Hint: far fewer and much later!)

Stocks and other risky assets are soaring as the FOMC keeps US rates on hold. What is the likelihood and timing of potential US rate cuts?

Whether we will see a soft landing has been the big question facing financial markets.

Fixed income specialists from PIMCO, Fidelity, and Western Asset forecast the first interest rate cuts and discuss portfolio positioning