Beyond Jackson Hole: What will the Fed do now?
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
US interest rates
-
-
Did 75bps rate hike signal peak Fed hawkishness?
All eyes will be on the annual Jackson Hole meeting which may offer clues about the path moving forward
-
Fed to taper next month; December rate hike expected
The US Federal Reserve has left the Fed Funds Rate unchanged at 1-1.25%, but announced it will begin to unwind its quantitative easing programme in October.
-
Steady US job data raises hopes for December rate hike
The US could be on track to hike interest rates by the end of the year after fresh employment data revealed a steady picture for wages and jobs.
-
Fed still on track to hike rates despite limp job growth
The US Federal Reserve is still on track to hike rates in June, despite Friday’s data showing a slowdown in job growth throughout March.
-
The five questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
-
Fed signals new policy phase, and six further rate hikes?
The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.
-
PA ANALYSIS: Fed poised to act but no bond ‘bloodbath’
Treasury yields saw their largest one-day increase for over three months on Wednesday, but is the Fed right to be hawkish, and what does this mean for the bond bull market?
-
PA ANALYSIS: Hawkish Yellen should act ASAP
Federal Reserve chair Janet Yellen offered the market a hawkish message on Tuesday as she indicated the US economy might be poised for a series of gradual interest rate increases, starting as early as next month.
-
Dollar rallies/gold falls on back of Fed’s ‘happy’ hike
The dollar surged this morning on the back of only the second Fed rate rise since the 2008 financial crisis.
-
Improving Chinese economy should keep EM calm – Kames
An improving Chinese economy should keep emerging markets calm and means the emerging nations are better placed to absorb a tightening of rates in the United States, according to Scott Jamieson, head of multi-asset at Kames Capital.
-
PA ANALYSIS: Is the Fed creating opportunity or danger in US credit?
The split among the members of the Federal Open Market Committee over the last rate decision revealed by the meeting minutes, and the dovish tone, presents some fresh food for thought for investors.
