us federal reserve

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...

The G & T might be replaced with the T & T on the Northern Hemisphere cocktail circuit this summer – tapering and transitory will feature prominently in conversations...

The drumbeat of central banks heading towards the exits from ultra-easy monetary policy is getting louder. It started with the Bank of Canada, then the Bank of England...

The local market had another positive day where size did matter. Large Caps were up over 1%, mid-caps gained more than 0.4% while small caps were down 0.1% and micro...

The local market started positive before fading into negative territory on low turnover. We have started the 11th consecutive week of aggregate weekly turnover below...

The local market followed the US market again with a positive start that faded to a mainly flat close. After more than nine weeks without a turnover above $9 billion,...

In 2006, at just 35 years of age, following a stellar career as a financier and economist in the US, Kevin Warsh was appointed to the US Federal Reserve Board,...

Inflation at 4% is transitory, but with a tight supply chain, inflation might settle higher than 2% next year. The risk of U.S. Federal Reserve (U.S. Fed) tapering by...

The local market had a volatile day that finished slightly positive. We have finished the ninth consecutive week without a single day’s turnover above $9 billion....

By now most investors are tiring of their inboxes being filled by sell-side economists and strategists talking about reflation, how much more optimistic they are...

The local market delivered another volatile positive day on low turnover with global macro trades remaining the main driver. The macro trade was all about currency. US...

The local market turned recent weakness to deliver a positive day on “buy the dip” sentiment flowing from the US market. We are in the fifth consecutive week without a...

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...

For investors at least, central banks have arguably become as important as the economies they oversee, as markets fixate on the ebb and flow of government bond-buying...