22 September 2023 Why a recession could be the best thing for your portfolio Federal Reserve Chairman Jerome Powell's recent announcement that U.S. interest...
09 March 2023 ‘Equities are a lost cause. Don’t trust this rally.’ While interest rates in the bond market are rising uninhibitedly, the stock...
30 January 2023 Graph of the week: a major mismatch The latest ‘chart of the week’ shows a difference between market expectations of...
27 January 2023 The ECB should learn from the Fed Forget about all those bars of gold that are heavily guarded because they are...
16 January 2023 El-Erian: ‘The cleanest dirty shirt is in the US’ With economic growth slowing down in all three of the world’s major economies...
11 January 2023 Despite hawkish Fed, markets believe pivot is near Unlike the Federal Reserve itself, investors believe the “Fed pivot” moment is...
15 December 2022 Fed hikes 50bps, raises terminal rate above 5% The Federal Reserve last night raised the target range for the federal funds...
14 December 2022 Markets ‘vulnerable to hawkish surprises’ as Fed, ECB meet The European Central Bank on Thursday is poised to increase interest rates again...
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...
