Eye-watering US rate rises still to come as peak inflation proves elusive
April US CPI drop was ‘never going to be the start of it freefalling to more palatable levels’
Federal Reserve
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Bank of England votes 6-3 to deliver further 25bps rate hike
As US Federal Reserve makes good on foreshadowing with more aggressive 75bps hike
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Weekly outlook: Central banks take centre stage as BoE and Fed eye up further rate hikes
Key events for UK wealth managers for the week starting 13 June
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Five reasons the bond sell-off may reverse
With markets aggressively pricing in Fed tightening, value could be returning to global bonds, says T Rowe Price’s Quentin Fitzsimmons
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75bps Fed hike back on the table after April inflation miss
‘This is going to be a hiking cycle that lasts quite a while’
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Hawkish Fed rises rates 50bps as Bank of England plays ball with 25bps
But one portfolio manager descibes the move as ‘shuffling deck chairs on the Titanic’
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Inverted yield curve muddies recession outlook
But equity investors should not be running for cover just yet
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Russian invasion unlikely to force central banks off course
Inflation is expected in an escalation and de-escalation scenario so central bankers have to hold their nerve
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‘Fed resurrects Volckerism’: Investors react to first US rate rise since 2018
Central bank now predicting six more increases in 2022
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Weekly outlook: Bank of England and US Federal Reserve interest rate decisions loom
Key events for UK wealth managers for the week starting 14 March
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Don’t overlook the market lessons of the 1940s
When the US Fed also pursued an aggressive monetary policy by lowering interest rates and using QE
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Tapering talk set to dominate Jackson Hole but can Fed avoid another tantrum?
‘Markets are trusting the Fed to achieve a goal it has proven itself incapable of twice in recent memory’