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
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
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
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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
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.
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
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
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
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
