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.
US Federal Reserve
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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?
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Jackson Hole a ‘pivotal’ moment for central banks with policy set to diverge
Commentators have pondered the significance of the three-day meeting
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Reaction: ECB approaching ‘cruising altitude’ following dovish statement and rate hike
ECB raises rates by 25 basis points