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Author Archive for Paul Eitelman


Fed hikes rates again. Could a trade war derail future rises?

interest rates

As expected, the Fed raised interest rates yesterday following its September policy meeting. Could the escalating trade war between the U.S. and China impact plans for future increases?   Mission accomplished – now it’s time for the normalisation of interest rates   The U.S. Federal Reserve (the Fed) raised interest rates again yesterday, marking its

September 27, 2018 Categories: Market Updates

Are U.S. recession risks increasing?

This is now the second-longest U.S. economic expansion ever. And now we are starting to see a few signs of late-cycle imbalances that show an economy on the cusp of overheating. Are the risks of a U.S. recession increasing?   Signs of late-cycle imbalances   This is now the second-longest U.S. economic expansion ever.1 We

Sep 20, 2018 Categories: Investment Strategy
US Federal Reserve

June FOMC meeting: Slow and steady with another rate increase

In predictable fashion, the Fed increased borrowing costs again today. How long can the central bank stick to its quarterly rate-hiking rhythm? We think there are four big unanswered questions for U.S. monetary policy.   Universally expected   With today’s rate hike, the U.S. Federal Reserve (the Fed) has now taken steps to tighten monetary policy

Jun 13, 2018 Categories: Investment Strategy

Markets tumble as Trump announces sweeping tariffs on China

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Subscribe to receive this

Mar 23, 2018 Categories: Market Updates
With new chair Jerome Powell at the helm, the Fed increased borrowing costs today for the sixth time since the U.S. economic expansion began. Can markets expect continued rate hikes under Powell's watch?

Hawks, doves and jays: Takeaways from first Fed rate hike under Jerome “Jay” Powell

With new chair Jerome Powell at the helm, the Fed increased borrowing costs today for the sixth time since the U.S. economic expansion began. Can markets expect continued rate hikes under Powell’s watch?   US Federal Reserve hikes interest rates for the first time this year   In Jerome Powell’s first meeting as chair, the

Mar 21, 2018 Categories: Market Updates
Volatility strikes back. Is this the start of a bear market?

Volatility strikes back. Is this the start of a bear market?

After an exceptionally strong year in markets, volatility has struck back in recent days. At the time of this writing, the S&P 500® Index has fallen roughly 10% from its record close on 26 January.1   Many of our clients are asking us if this is the start of a bear market. Our answer—probably not.

Feb 6, 2018 Categories: Market Updates, Multi-asset

Fed wraps up 2017 with another rate hike

The U.S. Federal Reserve hiked interest rates today for the third time this year. See why we are projecting three more increases in 2018.   Widely anticipated – the Fed deliver another rate hike   The U.S. Federal Reserve (the Fed) delivered another rate hike today, raising its target policy rate by 25 basis points

Dec 13, 2017 Categories: Geopolitics, Market Updates
Senior US Investment Strategist Paul Eitelman analyses the latest Federal Reserve announcement on interest rate hikes.

Fed hikes rates into mediocrity

The US Federal Reserve raised interest rates for the second time this year Lacklustre real US GDP growth indicates that the US economy is continuing to underperform expectations The global cycle, the US unemployment rate and accommodative financial conditions warrant today’s hike We don’t believe the fundamentals are strong enough to warrant another hike this

Jun 15, 2017 Categories: Market Updates
Brexit

The Fed throwing caution to the wind? Not so fast.

The U.S. Federal Reserve (the Fed) hiked interest rates again today, raising the target range by a quarter point to 0.75-1.0%. We and, it seems, markets were fully expecting this move, particularly after Fed leaders provided very strong guidance last week that a March hike was in the pipeline.  The bigger issue for investors now

Mar 15, 2017 Categories: Investment, Markets

Fed Announcement: Did Yellen get it right?

The Fed raises rates. Finally. It’s been a long wait, but the U.S. Federal Reserve (Fed) finally raised interest rates by 25 basis points today, bringing the current rate to 0.5 – 0. 75%. The market took a small step back today, with the S&P 500® falling by 0.8%. We believe the rate increase has

Dec 15, 2016 Categories: Market Updates

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