Fed rate rise expectations pushed back
A Federal Reserve interest rate rise this month is now widely considered off the table after the latest non-farm payroll number came in significantly below forecasts.
Federal Reserve
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Fed minutes hint at June rate rise
The Federal Reserve seemingly nudged the door open a fraction for the second interest rate rise since the financial crisis when it released its latest minutes last night.
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PA ANALYSIS: Investors will struggle to find the signal in the Fed’s noise
As the Federal Open Market Committee settles into another two day meeting, investors would be right to have low expectations on the level of clarity they will get as a result.
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Spill the beans, Janet, the anticipation is killing me!
So, an ‘expedited’ Fed meeting was called on Monday (11th April) to discuss interest rates. Nothing unusual in that, if in isolation, but the meeting was followed immediately by a debrief to the President and Vice-President by Janet Yellen. Not common practice by anyone’s standards!
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Does the Fed behave differently in an election year?
Canada Life Investments economist David Arnaud has examined the historical data to shed light on whether suspicions the Federal Reserve takes the election cycle into account are founded.
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PA ANALYSIS: Yellen reminds markets the Fed is in charge
Janet Yellen’s Economic Club of New York speech provided a timely reminder that nobody can move markets like central bankers.
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US Fed: Fewer rate hikes and “bond buying”?
“If you buy investment grade debt, it looks like the Fed will be in your corner,” said David Buckle, head of quantitative research at Fidelity.
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Schroders expects June rate hike
The US Federal Reserve will likely raise interest rates one or two times this year, according to Garth Taljard, the firm’s head of multi-asset products for Asia.
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PA ANALYSIS: High time for high-yield, the US equity substitute?
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.
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PA ANALYSIS: The US economy is making wealth managers earn their money
The United States accounts for around half of the global equities index so whether you like the asset class or not you can never ignore it, or eliminate it from a portfolio.
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Yellen comments help send European shares lower
European stocks fell on Thursday morning following Federal Reserve chair Janet Yellen’s speech yesterday in which she said US financial conditions have “recently become less supportive of growth”.
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PSigma – Fear $10 dollar oil after Fed ‘bullying’
$10 dollar oil is a possibility following 18 months of “outright victimisation” of the commodity and a bullying Fed, according to PSigma’s IM’s investment strategy head, Rory McPherson.