• SEARCH RESULTS FOR KEYWORDS "fed"
07/12/2022, 11:13

Will China drive the global financial cycle?

US policy has been working to dampen the global financial cycle through rate hikes and the consequent rise in the dollar. Can any increased positivity towards China act...

by Admin
05/12/2022, 11:08

What rate profile helps the US dollar?

The comments by Fed Chair Powell last week and those of other Fed members tend to suggest that the bank wants to reduce the size of rate hikes starting next month but...

by Admin
30/11/2022, 11:09

Rebalancing consumption and investment

There will be a sufficient and long-term rebalancing of consumption and investment that facilitates the necessary supply-side improvements that extinguish inflation...

by Admin
25/11/2022, 11:15

Where will the terminal FED funds rate land?

The FED’s policy is front and centre of market attention but investors could do well to note some of the hints that are coming from other central banks.

by Admin
23/11/2022, 11:09

What hinders the FED from raising rates?

There has been much written about how the strength of the US labour market could prove a headwind to lower inflation and hence a headwind to lower policy rates from the...

by Admin
21/11/2022, 02:38

USD/VND rate could be "cool down"

Many financial experts think that the FED's scaled-back rate hike will soon help the USD/VND rate "cool down."

by Admin
03/11/2022, 11:03

Some signs of a turn for the US dollar

There have been some tentative signs of a turn for the dollar as hopes of less aggressive monetary tightening begin to rise and asset prices, such as stocks, make a...

by Admin
20/10/2022, 11:57

Two headwinds for the FED

The US seems unlikely to escape a recession as it pays for excessive Covid-related fiscal stimulus, and a Fed that fell far behind the curve. The “price” of these...

by Admin
18/10/2022, 11:03

Recessionary risks are coming to the fore

Stagflation continues to haunt developed countries. The inflationary part of the story has been around for some time, and now the recessionary risks are coming to the...

by Admin