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Raji Menon
Blog 1 min read

Macro briefing: Central banks prepare for further action as economic outlook darkens

The Eurozone economy contracted at the fastest rate on record in Q1

Raji Menon | 30 April 2020

Anna Stupnytska
Blog 2 min read

Fed holds fire for now, but ready for further action

The Fed Reserve made it clear that it is prepared to intervene further if required

Anna Stupnytska | 29 April 2020

Wen-Wen Lindroth
Blog 2 min read

Macro briefing: Fed extends its reach to support employment

The Fed is now using all creative tools at its disposal to mitigate the surge of layoffs in the US.

Wen-Wen Lindroth | 17 April 2020

Anna Stupnytska
Blog 1 min read

Fed unleashes unprecedented QE, but unclear if Congress will act soon enough

The Fed has launched QE infinity, committing to unlimited purchases of government bonds and mortgage backed securities.

Anna Stupnytska | 23 March 2020

Peter Khan
Blog 3 min read

Bolder Fed action needed to restore market confidence

The Fed needs to increase the size and scope of its existing QE programme.

Peter Khan | 20 March 2020

Wen-Wen Lindroth
Blog 2 min read

Rates unchanged as Fed engineers soft landing

The Federal Reserve leaves rates unchanged as Chairman Jerome Powell says US economy is 'in a good place'

Wen-Wen Lindroth | 11 December 2019

Fidelity International

Cool Heads: Another cut expected from the Federal Reserve

The Federal Reserve is expected to cut rates for the third consecutive time this year.

Fidelity International | 30 October 2019

Ian Samson
Blog 3 min read

Fed Chair Powell strikes the right balance at Jackson Hole

Probability of December rate cut has increased.

Ian Samson | 23 August 2019

Paras Anand
Blog 3 min read

Fed’s broken policy dial could benefit Asia investors

Political pressure on the Fed to cut rates is only likely to increase.

Paras Anand | 19 August 2019

Andrea Iannelli
Blog 1 min read

US yield curve inverts for first time since 2008, but recession not imminent

While our fixed income team does not expect an imminent recession, the case for further rate cuts in the US is getting stronger and weighing on US yields.

Andrea Iannelli | 14 August 2019

Tom Ackermans
Blog 1 min read

Fed opens the door to a further reduction as it makes 25 bps 'insurance' cut

After hiking nine times in the past four years, the Fed has reversed course

Tom Ackermans | 31 July 2019

Anna Stupnytska
Blog 2 min read

Challenging consensus: market fears of a US recession may be overdone

Markets may be overly pessimistic over an imminent US recession given the recent uptick in real wages.

Anna Stupnytska | 4 January 2019

James Bateman
Podcast 20 min listen

September's Rich Pickings podcast: A world at the mercy of America

The US is playing an increasingly central role in world markets. Why does this matter?

James Bateman + 4 others | 19 September 2018

Anna Stupnytska
Blog 1 min read

No surprises as the Fed sticks to the plan, for now

There were no surprises as the Fed stuck to the plan, and for good reason: data is strong and inflation on track.

Anna Stupnytska | 1 August 2018

David Buckle
Blog 6 min read

Buckle opinion: Fed raises rates; can't be many in 2018

David Buckle's opinion on the Fed reserve rates decision

David Buckle | 14 December 2017

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