Investment Views
The US Federal Reserve initiated its first rate cut of the year amid signs of labour market cooling, while the Bank of England and European Central Bank held rates steady.
Five trends to watch as US stocks hit a new high
An expectation for improved trade policy clarity and continued spending on artificial intelligence helped boost the S&P 500 Index to a new all-time high.
Will high tariffs push the US into recession?
As a trade war rages, a massive market sell-off in the US and around the world raises many questions for investors.
Federal Open Market Committee (FOMC) Decision September 2024
We believe US economy will avoid a recession and will likely experience a re-acceleration in growth in late 2024/early 2025.
Key takeaways from September FOMC decision
The current end of year projection for the fed funds rate is at the same level as the June SEP -- but that implies one more rate hike this year.
Japanese market outlook following the change in yield curve control policy
The Bank of Japan decided to allow the ten-year bond yield to rise under the yield curve control policy which came as a surprise to markets.
Key takeaways from the June Federal Open Market Committee meeting
The Federal Reserve raised interest rates by 75 basis points (the first time since November 1994), in line with market expectations.