us federal reserve

Over the last 18 months, markets have repriced expectations for both interest rates and commodities, first gradually, then suddenly. The way this has occurred brings...

Australian rate adjustments often follow those in New Zealand. So when the Reserve Bank of New Zealand last week lifted its official cash rate by 25 basis points to...

Interest rate hikes and global inflationary pressures, as well as the withdrawal of stimulus programs and geopolitical risks, are expected to increase volatility...

How should investors approach a falling market while many of their investments are losing a lot of money? Glad you asked. In this wire, WealthLander's Jerome Lander...

Jamieson Coote Bonds expects the Federal Open Market Committee (FOMC) to hike by 50 basis points to begin their hiking cycle at the March FOMC meeting on March 17th...

In the AFR on Friday I wrote that blockbuster inflation data overnight has forced markets to converge with our expectation for 6-7 hikes from the US Federal Reserve in...

Concerns that the US Federal Reserve is behind the inflation curve intensified over the past week after rates were held at 0%-0.25%. The market's reaction was, well,...

The U.S. 10-year Treasury note is arguably the most important bellwether of global financial markets, especially when it comes to inflation. If the market expects...

In a research note over the weekend, Goldman Sachs chief economist Jan Hatzius wrote that while they expect the Fed to lift rates four times in 2022, the risks are...

Former Fed chair Janet Yellen famously said that central bank policy should be like ‘watching paint dry: uneventful, unsurprising and dull. She didn’t get her wish in...

In world markets (as in most things) Australia is a passenger rather than a driver. And that’s not always bad, especially when you're talking about the US Fed's latest...

Tim Toohey from Yarra Capital – who was rated Australia’s number one economist for 13 consecutive years – recently sat down with Malcolm Maiden to share his latest...

The current question amongst market commentators is who’s winning the transitory vs secular inflation debate?The most recent (August 2021) U.S. CPI data disappointed...

It was a strong day out for the index, gains in technology and energy leading the way. Healthcare and Materials were the main laggards, but still eked out gains of...

Headline monthly consumer price index (CPI) figures are not enough to tell us if inflation will linger beyond the coming months. The pace of economic recovery and the...

The local market had a choppy flat day where weakness in miners was covered by the strength in financials. It was about the commodity weakness and yield bounce. The...

The local market started on a strong positive footing before fading to close flat on the day. There was an interesting divergence between risk managing global...

The spike in inflation as the United States has emerged from its COVID-19 lockdowns has hardly come as a surprise. Its magnitude, however, has caused economists and...

A more hawkish Fed may not lift Treasury or investment-grade credit yields, and that raises important questions for fixed income investors and asset allocators.While...

A potential “taper tantrum” as the US Federal Reserve eventually winds back record stimulus is the number #1 macro topic for 2021, Wilson Asset Management portfolio...