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US Fed
US Economy
Fed to begin rate cut discussions but avoid teeing first one up
The worst outcome would be for policymakers to lower rates and have to raise them again later if inflation moves higher
January 21, 2024
US Economy
Fed rate-cut pivot is welcome news for Biden, but carries pitfalls for Powell
The anticipated rate cuts 'could go a long way toward addressing voters’ discontent with Biden’s economy
December 17, 2023
US Economy
Fed pivots to rate cuts as inflation heads toward 2% goal
Policymakers are now turning their focus to when to cut rates
December 14, 2023
Global Economy
Global rate-cut standoff looms in 2023 policy finale
'Look, we're waiting to see if what we're seeing on this disinflation is sustainable'
December 10, 2023
US Economy
US inflation broadly slows, erasing bets on more Fed rate hikes
'You would need to see a few more months of 0.2 before saying mission accomplished'
November 15, 2023
US Economy
Fed officials prepare to extend rate pause without saying hikes are done
It's too soon to declare victory
October 15, 2023
US Economy
Morgan Stanley's Ellen Zentner says Fed is done raising rates for now
They’ve got until the end of the year to decide if they’re going to hike further
September 24, 2023
US stocks
Bruised stocks face week full of tests, from Nvidia to Powell
It is going to be tough for this rally to continue unless Nvidia can translate the power of AI into earnings growth
August 20, 2023
US Economy
Fed seen hiking final time to a 22-year peak in economist survey
Most of the economists expect no change in the FOMC statement’s guidance
July 20, 2023
Investing strategies
With inflation easing, Julius Baer urges investors to stay put for widening rally
Stay fully invested in quality assets, as inflation and economic momentum have proven to be stickier than expected: Julius Baer
July 20, 2023