Fed should ignore US equity bears – UBS
Sceptics on US equities heading higher are suffering from bearishness and Janet Yellen should pay less attention to the market, according to UBS’ Tom Digenan.
Federal Reserve
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Fed has to move rates this year, cautiously – Warwick
The Fed is going to have to raise rates and do so this year, says Andrew Warwick, portfolio manager in the BlackRock, multi-asset strategies group, but it will move very cautiously.
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Fed rate hike will cause ‘modest corporate discomfort’ – Fitch
Fitch Ratings has said a gradual hike in the United States’ base interest rate would likely result in lower profits and slower growth, due to increased borrowing costs for US companies.
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Fed strikes soft tone on rate rises
The Federal Reserve has kept interest rates on hold in its latest meeting as expected, and the tone of Chair Janet Yellen’s comments indicated that when it comes the rise will be less than was anticipated.
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Has the bond world gone completely mad?
Being right, but far too early, must be reclassified as just being wrong for a very long time, says Justin Oliver, deputy CIO at Canaccord Genuity Wealth Management. But the question is, is the government bond market one of those cases?
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PA ANALYSIS: How deep should your US equities cut be?
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
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PA ANALYSIS: Investors would do well to heed IMF storm warning
The impact of a stronger dollar on growth and job creation in the US seemed a significant part of the reason behind the International Monetary Fund’s warning to the US Federal Reserve it should delay raising rates until next year.
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Policy-addicted markets braced for first wave of tightening
Global markets are being driven by an addiction to central bank policy rather than economic fundamentals, says Barings’ Marino Valensie.
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Em equity etp flows on the rise in april
Flows into broad emerging market equity ETPs were the strongest since last August, BlackRock said on Monday.
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Don’t be discouraged by us slowdown – Richard Philbin
Disappointment over the slowdown in US first quarter GDP growth should not discourage equity investors, says Harwood Capital’s Richard Philbin, but they should tread a little more carefully.
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‘levi’s market’ set for policy convergence – rathbones
Policy divergence will reach a breaking point and either drag the US and UK back into quantitative easing or trigger widespread reflation, says Rathbones’ Bryn Jones.
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PA ANALYSIS: Central banks upping stakes in high risk poker game
As the Federal Reserve issues its latest round of riddles for the market to decipher it is becoming increasingly clear that central banks are becoming reactive drivers of volatility rather than the calm, cerebral stewards of the world economy.
