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Timothy Foster -

Podcast 39 min listen

March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility

"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.

Richard Edgar + 4 others | 6 April 2021

Blog 2 min read

Chart Room: A Goldilocks spot for inflation-linked bonds

We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.

Timothy Foster + 1 other | 18 March 2021

Blog 1 min read

Chart Room: Keep an eye on housing rents when tracking inflation

Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.

Timothy Foster + 1 other | 18 February 2021

Blog 2 min read

Inflation expectations close to nadir

Low Inflation expectations mean breakevens nolw look attractively priced

Timothy Foster + 1 other | 1 April 2020

Blog 1 min read

Fed dusts off crisis playbook with massive liquidity injection

Ultra-low interest rates and asset purchases will be with us for a long time yet.

Timothy Foster | 12 March 2020

Blog 1 min read

Fed's emergency cut is a strong signal to markets

The US Federal Reserve has issued an emergency 50bps cut to allay coronavirus fears ahead of its monetary policy meeting in March.

Anna Stupnytska + 1 other | 3 March 2020

Article 3 min read

Fed prolongs expansion for those left behind

Fed funds rate remains unchanged amid strong labour market.

Wen-Wen Lindroth + 1 other | 29 January 2020

Article 2 min read

Fed cuts again but stays mute on future path

The US Fed cut rates by 25 basis points, the third cut this year. This week's meeting was hotly anticipated for any clues as to the further path of rates.

Timothy Foster | 30 October 2019

Blog 3 min read

Fed cuts by another 25 bps, but a cut doesn't cut it anymore

The 25 bps rate cut was widely expected, so markets should be relatively unmoved.

Timothy Foster | 18 September 2019

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