us interest rates

Magellan Asset Management

We are in uncharted waters. Prices for sovereign, corporate and high-yield bonds and equities are at, or near, record levels thanks to the ultra-low policy interest rates and the massive quantitative-easing programs of the G3 central banks (the US Federal Reserve, the European Central Bank and the Bank of Japan)... Show More

CIO Profiles
Livewire Exclusive

There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors, Livewire jumped at the opportunity to get a first had account from Lazard’s New York based Ronald Temple. Temple who is Co... Show More

Livewire Exclusive

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains overlooked and underrepresented in many Australian portfolios, there are two bets he’s making right now that should grab your attention. The first position is that long-term... Show More

Clime Asset Management

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

PM Capital

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation to return. For the majority of investors this represents unchartered territory, so how do you approach such a foreign outlook? Show More

Marcus Tuck

One of most reliable early warning indicators of an impending equity bear market is the shape of the US yield curve. When short-term interest rates are higher than long bond yields, it is a sign that monetary policy is tight enough to choke off growth in the economy and company... Show More

PM Capital

PM Capital income securities portfolio manager Jarod Dawson believes the value of 10-year US government bonds could fall more than 20% because the US economy is doing a lot better than most people think. While a strong US economy is good news for most, the accompanying hikes in US interest... Show More

Buy Hold Sell

Everyone forecast the death of the Aussie dollar in 2016, however, interest rate differentials and resurgent commodity prices pushed the local currency to a peak of 78 cents early in 2016. Of the 600+ Livewire members that responded to our 2017 Outlook Survey only 5% see the currency ending the... Show More

Livewire News

Morgans Chief Economist, Michael Knox, is not concerned about the impacts of the current political landscape. Instead, he’s more worried about global macro issues having an impact. “If we get quite strong growth numbers, both in employment and in GDP for the 2nd quarter, then we have to say that... Show More

Livewire News

The Fed's plans to normalise interest rate settings appear to becoming unstuck . Derivative markets see rate cut more likely than hike in 2016 and are not pricing further rate hikes until January 2018. "Federal Reserve Governor Jerome Powell warned yesterday that global risks have shifted further to the downside... Show More

Livewire News

Global central banks have opened the door to negative U.S. interest rates, in Wall Street’s view. After the Bank of Japan cut some rates below zero last month to spur growth and inflation, strategists are weighing the Federal Reserve’s options in case of a crisis. If the world’s biggest economy... Show More

Buy Hold Sell

Loose monetary policy from central banks has steadily projected asset prices higher since 2009. However, with the Fed starting to tighten monetary policy the cool winds of change have sent chills through equity markets. Geoff Wilson, Chairman of Wilson Asset Management, says the market needs to endure tighter monetary conditions... Show More

Livewire Exclusive

Sam Ferraro of Evidente says concerns around China's growth rate are a sideshow to the root cause of the current volatility. Early in January the 17 members of the FOMC who influence the direction and rate of change in US interest rates released their projections for 2016. Of the 17... Show More

Livewire News

"The Committee judges that there has been considerable improvement in labor market conditions this year, and it is reasonably confident that inflation will rise, over the medium term, to its 2 percent objective. Given the economic outlook, and recognizing the time it takes for policy actions to affect future economic... Show More

PM Capital

It has been nearly a decade since the US market has seen and interest rate rise, so what does a 'normal' setting look like? Jarod Dawson, Director at PM Capital, says investors should be cognisant of the level of stimulus that has been injected into the US economy and that... Show More