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
Federal Reserve
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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’
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Coronavirus weekly round-up: UK delays lifting full lockdown measures while hawkish Fed derails reflation trade
Four investors mull the events shaping portfolios over the past week
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Tom Boyle: Who invited David Brent to the debate on interest rates?
‘Regardless of whether Janet Yellen should be commenting on interest rates anymore, the market agrees with her’
