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Fed hikes rates into mediocrity

Senior US Investment Strategist Paul Eitelman analyses the latest Federal Reserve announcement on interest rate hikes.

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

June 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

Will the US presidential election impact markets?

The US presidential election has been top of mind for most people, given our 24-hour news channels and relentless coverage. But it’s worth taking a step back to evaluate the real impact of a presidential race on investments, and how that impact compares to other factors.This year we’re seeing populist movements in both major political

Sep 29, 2016 Categories: Markets

Fed lift-off begins – a little

At long last, lift-off! Coming as no real surprise, the Federal Open Market Committee (FOMC) has just announced it will hike interest rates by 25 basis points. It’s a move anticipated by our team for months, and comes after the committee declined to raise rates in September due to market turbulence in August and concerns

Dec 16, 2015 Categories: Markets

Fed keeps interest rates near zero a little longer

  OK, so we’ll wait a little longer for the U.S.Federal Reserve (the Fed) to finally raise interest rates. As you know, Janet Yellen and the Federal Open Market Committee held interest rates at near-zero today. In hindsight, the delay wasn’t all that surprising: The U.S. equity market decline in August and ongoing volatility—prompted in

Sep 18, 2015 Categories: Markets

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