Chatfeild-Roberts: Fed might not be able to cope with tightening
John Chatfeild-Roberts, head of Jupiter’s multi-manager Merlin range, has doubts over whether the Federal Reserve can successfully pull off its tightening regime.
Federal Reserve
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Heartwood IM: US dollar will buck up
A “confluence of factors” has created the perfect storm to keep the dollar down, but Heartwood Investment Management’s Graham Bishop thinks it won’t be long before the greenback bucks the trend.
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US equities soar on Fed’s dovish sentiment
The US equity market hit new highs, but bond yields are expected to fall after the US Federal Reserve voted to keep rates on hold at its latest meeting.
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BNP Paribas settles FX issue with Fed for $246m
BNP Paribas has agreed a $246m (£189m) settlement with the US Federal Reserve Board over misconduct in its foreign exchange (FX) business between 2007 and 2013.
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PA ANALYSIS: Is the golden age of central bank support ending?
The old adage ‘don’t fight the Fed’ exists for a reason.
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PA ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
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Three alternative calculations that will make your eyes water
In this industry, we are spoon-fed statistics every day of the week – latest numbers on factory orders, investor confidence, retail sales, global growth, inflation, unemployment, PMI – the list goes on.
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PA ANALYSIS: Inflation’s ‘retro revival’ and how to counter it
Snap elections, rogue communist states and curious beards… today shares many similarities with the 1970s, but is inflation set to be the ultimate parallel with politics of the past?
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Nomura’s Hodges: ‘risk rally’ still has legs
Nomura Asset Management’s Dickie Hodges isn’t calling an end for the risk rally just yet, despite the recent government bond rally after president Trump’s policy blunders.
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The chief concern for UK equity income funds
After several months of consultation and no doubt reams of persuasive submissions, the Investment Association relaxed its rules around the UK Equity Income sector last month.
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Fed still on track to hike rates despite limp job growth
The US Federal Reserve is still on track to hike rates in June, despite Friday’s data showing a slowdown in job growth throughout March.
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The five questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
