30 janvier 2023 Graph of the week: a major mismatch The latest ‘chart of the week’ shows a difference between market expectations of...
11 janvier 2023 Despite hawkish Fed, markets believe pivot is near Unlike the Federal Reserve itself, investors believe the “Fed pivot” moment is...
03 novembre 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 août 2022 Jackson Hole shows the narrow path is getting narrower “Walking the narrow path” is an expression among central bankers about striking...
02 août 2022 Markets welcome 75 bp rate hike by Federal Reserve The US Federal Reserve announced an expected 75 basis point interest rate hike...
24 juin 2022 What can make the Fed pause? The Federal Reserve is doing something else than what it says it is doing. At...
04 mars 2021 Bond return prospects bleaker than ever Bonds are among the best performing asset classes of the past 40 years. But it’s...
04 mars 2020 Fed rate cut fails to convince investors Investors did not respond to the Fed's surprise 50 basis points rate cut with a...
