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US Economy
Fed to hold interest rates steady but start considering cuts
The Fed is poised to keep rates in a range of 5.25% to 5.5%
January 31, 2024
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 stocks
S&P 500 hits all-time high in historic bull run
And if history is any guide, there’s potential for further gains ahead
January 20, 2024
Global Economy
Where will the global economy land in 2024?
Central banks such as the US Fed may start to cut policy rates in the first or second quarter of this year
January 11, 2024
Investing strategies
A problem of interest: Navigating the new investment paradigm in 2024
The global economic landscape presents us with what can only be described as a problem of interest.
January 04, 2024
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
US Economy
A victory lap for the transitory inflation team
Let us hope the economics profession absorbs the right lessons
December 07, 2023
US Economy
El-Erian says Fed risks losing control of messaging on US rates
The Fed needs to recover its credibility on forward guidance with the markets
December 05, 2023
US Economy
Powell brushes off rate-cut bets as Fed moves carefully
'It would be premature to conclude with confidence that we have achieved a sufficiently restrictive stance'
December 02, 2023
US Economy
Yield uncertainty will persist even if the Fed is done raising rates
Not so fast, unfortunately, for all of us who hope for greater certainty and less yield volatility
November 12, 2023