us federal reserve

Latest news and analysis on us federal reserve

Equities

No cut for you! RBA cut expectations pushed to 2025 (for the first time ever!)

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

US inflation data torpedoes June cut hopes. What’s the path of US interest rates now?

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!)
Carl Capolingua
Livewire Markets
Macro

Stock market records are tumbling! The low-down on new Fed messaging and where rates are headed in 2024

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?
Carl Capolingua
Livewire Markets
Macro

Five takeaways from US soft landings

Whether we will see a soft landing has been the big question facing financial markets.
Janu Chan
Bitesized Economics
Fixed Income

How these investors make sense of a confused macro backdrop

Fixed income specialists from PIMCO, Fidelity, and Western Asset forecast the first interest rate cuts and discuss portfolio positioning
Glenn Freeman
Livewire Markets
Macro

Don't expect a Fed cut in March

At the January Federal Open Market Committee (FOMC) meeting, the benchmark policy rate remained at 5.25%-5.50% for the fourth consecutive meeting, which was in line...
Seema Shah
Principal Asset Management
Macro

The Fed abandons interest rate guidance: What's next?

A notable pushback from Jerome Powell hits the markets hard.
Hans Lee
Livewire Markets
Equities

Coming into land in 2024

For the past two years, investors in all asset classes, not just equities, have been wondering what sort of landing we would experience.
Stephen Bennie
Castle Point Funds
Asset Allocation

Why capital preservation (and not growth) should be your top investing goal for 2024

I share four actions you can take to help preserve capital in a year where downside risks dominate the outlook.
Isaac Poole
Oreana Financial Services
Macro

Federal Reserve charts path to monetary easing

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...
Seema Shah
Principal Asset Management
Macro

ECB is more hawkish than the Fed

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...
Seema Shah
Principal Asset Management
Macro

Getting Fed up with rate hikes?

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

The rise and rise of US employment

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?
Janu Chan
Bitesized Economics
Macro

The US Fed: Good news is still bad news

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

Can we stop worrying about inflation yet?

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...
Janu Chan
Bitesized Economics
Macro

9 key macro insights (and why China could be our way out)

VanEck's latest quarterly macro markets commentary balances sobering global views alongside some brighter spots closer to home
Glenn Freeman
Livewire Markets
Asset Allocation

Why you should add government bonds to your portfolio now

Higher yields and a slowing economy have skewed the outlook for US Treasury returns to a very positive setting.
Isaac Poole
Oreana Financial Services
Equities

US stocks have soared this year. Here's why the music is about to stop

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...
David Thornton
Livewire Markets
Macro

The Fed’s proper fight on inflation is just getting started

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...
Janu Chan
Bitesized Economics
Macro

The FED doesn’t blink

It still raised rates despite upheaval in the banking sector
Daniel Siluk
Kapstream
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