us federal reserve

A notable pushback from Jerome Powell hits the markets hard.

For the past two years, investors in all asset classes, not just equities, have been wondering what sort of landing we would experience.

I share four actions you can take to help preserve capital in a year where downside risks dominate the outlook.

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...

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...

In this piece, we look at three reasons why the Fed is done - and three reasons why the Fed may not be done.

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?

The US Federal Reserve may have left the Fed funds rate unchanged, but it still triggered a sizeable reaction in financial markets.

Inflation. It has been one of the dominant themes influencing financial markets over the past few years. It rose to multi-decade highs in most advanced economies and...

VanEck's latest quarterly macro markets commentary balances sobering global views alongside some brighter spots closer to home

Higher yields and a slowing economy have skewed the outlook for US Treasury returns to a very positive setting.

If you ever needed confirmation that the real economy is not the same as the stock market, today's reality provides that confirmation.  On the economic side, the...

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...

It still raised rates despite upheaval in the banking sector

The link between oil prices and inflation isn't as clear cut as it might first appear

Throughout history, many, many, banks have failed. In the US, bank failures are surprisingly common and even in more recent times – the Federal Deposit Insurance...

We've consistently argued that unprecedented interest rate increases by central banks would break things, triggering a big default cycle. The US, which has experienced...

We're less convinced of a soft landing for global markets but expect this year will be better than the last, with some big bright spots.

A keen eye on the inflationary threat, rather than its own communication errors, is what the RBA (and the economy) needs right now, says Stephen Miller

First Sentier Investors’ asset class experts share their ideas about what’s ahead in 2023.