us federal reserve

What's driving markets right now?

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

In this article we look at some of the more topical subjects influencing financial markets and analyse a few interesting charts. We start with rising rates – the message being delivered by the Federal Reserve’s Janet Yellen in uncharacteristic straightforward terms. Then we cast an eye over President Trump’s tax... Show More

Investor Signposts: Week Beginning July 23 2017

CommSec
CommSec Online Stockbroker

CommSec Chief Economist Craig James takes a look at the economic events scheduled for the week ahead, including the CommSec State of the States report, Australian inflation, US GDP growth and the US Federal Reserve rates meeting. https://youtu.be/Zz08OtD3qO4 Show More

The key market risk right now

Etienne Alexiou
Etienne Alexiou Belay Capital

Let's first consider the broader global economic environment, in particular, the macro drivers of a “globally co-ordinated” gradual improvement in economies which are continuing to evolve. The primary driver of markets, at this point in time, is globally accommodative monetary policy, which underpins economic expansion and the rise in financial... Show More

Week in Preview 12 Dec 16: Bellamy’s trading halt & US Fed rates decision

CommSec
CommSec Online Stockbroker

CommSec Advisory’s Blair Hannon speaks with Tom Piotrowski about the upcoming trading update from Bellamy’s Australia and the US Federal Reserve rates decision https://youtu.be/AD4ih8X1RyY For more market insights, visit https://www.commsec.com.au/market-news/the-markets.html Show More

Global Fixed Income markets: a fragile balance

Tamar Hamlyn
Tamar Hamlyn Ardea Investment Management

Recently, I returned from a study tour of the world capitals of global macroeconomic policy. This report includes my observations from the road after meeting with key policy making officials, as well as economists and market participants across the US, EU, UK, China and Japan. In short, the current market... Show More

The cycle of ever-declining bond yields

Nikko Asset Management Australia

“Toto, I’ve a feeling we’re not in Kansas anymore” … As we look around the fixed income landscape today, we can get some idea of how Dorothy felt. In the JP Morgan Government Bond Index, which encompasses the 13 largest government bond markets, an extraordinary 30% of sovereign debt, or... Show More

US Federal Reserve embarks on a ‘journey into the unknown’

Nikko Asset Management Australia

For the first time since June 2006, the US Fed has raised interest rates. However, the US economy still faces headwinds that draw a question mark over whether it will be able to maintain regular rate hikes next year. http://www.nikkoam.com.au/knowledge-dividend/nikko-am-aus-investment-research/us-federal-reserve-embarks-on-a-journey-into-the-unknown Show More

Will the USD rise when the Fed raises interest rates?

David Bassanese
David Bassanese BetaShares

With market expectations firming around a likely interest rate hike by the United States Federal Reserve next month, it has also been commonly assumed that this will imply a rise in the US dollar. After all, higher US interest rates should make investing in the United States more attractive, which... Show More

Market remains sceptical on Fed timing

Livewire News
Livewire News Livewire

Janet Yellen stated on Friday “I expect that it will be appropriate at some point later this year to take the first step to raise the federal-funds rate and thus begin normalizing monetary policy”. Yet this CME tool http://www.cmegroup.com/trading/interest-rates/fed-funds-flash.html highlights that Fed Fund futures are pricing a 14% probability of... Show More

What the Fed should do

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

We have a suggestion for the US Federal Reserve: come clean; and tell the market where you expect interest rates to be in two to three years’ time. Markets are being whipsawed by paranoia over when US rates will rise and by how much. Financial market commentary is sapping the... Show More

There are significant dangers in the US Fed's policy of delay with respect to interest rate rises, as savers are punished and bubbles form

Gavin Wendt
Gavin Wendt MineLife

There are significant dangers in the US Fed's policy of delay with respect to interest rate rises, as savers are punished and bubbles form. The Fed's latest comments on interest rates have been warmly greeted by the market and speculators, confident that the easy money scenario will continue to pump... Show More