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US Federal Reserves
US Economy
Fed officials are worried about the risks of doing too little on inflation
It would be important to calibrate the pace of further policy tightening
October 13, 2022
Global Markets
Stock bulls reluctantly fold on Fed’s grim economic message
Investors will now have to grapple with the threat of a Fed hiking to levels higher than previously expected
September 22, 2022
US Economy
Powell signals recession may be price to pay for crushing inflation
Powell's admission that there will be below-trend growth for a period should be translated as central bank speak for ‘recession'.
September 22, 2022
Global Economy
Fed tightening and Asia: When will this misery end?
There will still be risks in this region as asset valuations adjust to a new era of higher interest rates and tighter money.
September 21, 2022
US Economy
Fed to hike and hammer home hawkish message
"They have been behind the curve systematically. They have to think getting in front of the curve would be good.”
September 21, 2022
Investing strategies
In search of a new equilibrium after the summer rally petered out in Jackson Hole
We are prepared to use continued weakness in the markets to reposition our portfolios for 2023 and beyond.
September 20, 2022
US Economy
Fed tilts toward third 75 basis-point hike on stubborn inflation
A case can be made for going even bigger. But there are persuasive arguments for not delivering a shock 100 basis-point increase
September 18, 2022
Global Economy
Jerome Powell to the rest of the world: drop dead
Abandon hope all who enter here.
September 18, 2022
US stocks
Markets roiled by inflation leave investors with nowhere to hide
Persistent increase in core inflation is bad new for assets of all stripes.
September 18, 2022
US Economy
US inflation will guide Fed readying next hike
“We are in this for as long as it takes to get inflation down,” Fed Vice Chair Lael Brainard said.
September 11, 2022