Should we still be worried about inflation?
Monetary policy will ‘likely need to be restrictive for quite some time yet’
US Federal Reserve
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Trium’s Hayes: Why investors should fear ‘the Grim Repo’
The Repo account, held at the Fed, is perhaps the greatest harbinger of doom for the global economy
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Will the thriving US economy have an ‘inflationary sting in its tail’?
The pace of US consumer spending may cease to continue over the medium-to-long term
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Central bank divergence: Have the gains been made in Latin America?
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.
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LSEG Lipper’s John: Have interest rates finally peaked?
With inflation proving stickier than expected, Lipper’s research head considers the likely path ahead for monetary policy
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
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To cut or not to cut: Are markets in for a ‘pleasant surprise’ from central banks?
Have inflationary pressures eased sufficiently for central banks to start cutting interest rates?
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Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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GAM’s Howard: Cracking the asset allocation code amid ‘flashing red’ valuations
The CAPE ratio for US stocks is ‘well above’ its long-term average
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Soft landing or soft economy – what do rising bond yields signal?
Are bonds a good or bad investment in the current environment?