• SEARCH RESULTS FOR KEYWORDS "fed"
22/02/2023, 11:22

How does the FED run its quantitative tightening?

The Federal Reserve released a paper last year that argued quantitative tightening by the Fed over a two-year period at a monthly pace of USD95bn per month is equivalent...

by Admin
19/02/2023, 02:38

Gold price faces the "headwind" from the FED

Gold price has fallen for the fourth week in a row, as investors are concerned about how aggressive the Federal Reserve will have to be in order to bring inflation down...

by Admin
31/01/2023, 11:14

Rate hike rush

FED, ECB and Bank of England will all probably hike policy rates this week, but not necessarily by the same amounts.

by Admin
29/01/2023, 02:38

Interest rate outlook for 2023

With little prospect of monetary expansion in 2023, central banks may continue to tighten their monetary policies.

by Admin
10/01/2023, 11:07

Some thoughts on inflation

Over the holiday period there’s been an interesting debate about inflation stirred by former IMF chief economist, Olivier Blanchard.

by Admin
13/12/2022, 11:04

The US dollar may see further weakness

The US dollar surged through the first three quarters of 2022 against other developed currencies, but in Q4 it seems on course to give about half of that rally back.

by Admin
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