‘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.
Federal Reserve
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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.
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IMF warns of Fed danger as ECB reassures markets
Both the International Monetary Fund and the European Central Bank have made significant statements on global economic issues, with the former issuing a warning and the latter offering reassurance.
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Asia could have capital outflows: Aberdeen
Asian markets could see capital outflows when the US raises interest rates, according to Hugh Young, managing director at Aberdeen Asset Management.
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Fed split revelation threatens US equities
US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.
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Return of meaningful volatility biggest risk
A return of market volatility is the predominant risk to investors in 2015, says PanAgora Asset Managements Bryan Belton.
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Fed readying rate hike- Hermes
The Federal Reserve is getting ready to raise the interest rate in the United States during the summer, according to Hermes Investment Managements chief economist Neil Williams.
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Fed no longer patient but still dovish
Federal Reserve chair Janet Yellen dropped the word patient from her rhetoric at the March FOMC meeting as anticipated, but soothed markets with alternative language which was equally dovish.
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Need to be nimble Iain Stealey
While the plunging euro has grabbed most of the headlines, Iain Stealey, manager of the J.P. Morgan Global Bond Opportunities Fund, says the gyrations underscore a more fundamental point for bond investors: the need to be nimble.
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US retail numbers cool rate rise expectations
United States retail sales numbers released today have served to take some heat out of the mounting expectation of an imminent Federal Reserve interest rate rise
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US passive aggressive offers glimmers of hope
One of the most striking divergences since the start of the global financial crisis has been the speed and magnitude of the US recovery relative to that of the rest of the world.
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Worldwide waiting game as the Fed stalls
Assessing the health of the global economy is a bit like watching the Commonwealth Games; each triumph is something to celebrate, yes, but you wonder what difference it would make if the Americans got involved.