30 January 2023 Graph of the week: a major mismatch The latest ‘chart of the week’ shows a difference between market expectations of...
11 January 2023 Despite hawkish Fed, markets believe pivot is near Unlike the Federal Reserve itself, investors believe the “Fed pivot” moment is...
03 November 2022 Fed makes clear swift return to normal is unlikely Chances of a real turn in short-term interest rate policy seem to have been...
29 August 2022 Jackson Hole shows the narrow path is narrowing “Walking the narrow path” is an expression among central bankers about striking...
28 July 2022 Markets welcome 75 bp rate hike by Federal Reserve The US Federal Reserve announced an expected 75 basis point interest rate hike...
23 June 2022 What can stop the Fed? The Federal Reserve is doing something else than what it says it is doing. At...
05 May 2022 Fed in biggest rate hike in 22 years, switches from QE to QT The Federal Reserve on Wednesday raised its main policy rate by 50 basis points...
17 March 2022 Federal Reserve plans six more rate hikes in 2022 In what observers labelled as “dovish tightening”, the Federal Reserve on...
26 February 2021 Bond return prospects bleaker than ever Bonds are among the best performing asset classes of the past 40 years. But it’s...
04 March 2020 Fed rate cut fails to convince investors Investors did not respond to the Fed's surprise 50 basis points rate cut with a...
