US
US
Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...
17 October 2016
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1 min read
US
Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.
14 October 2016
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4 min read
US
The fact that this morning many comments focus on the so-called increased probability of a rate hike this December completely misses the point, writes Raphael Pitoun, CIO of Seilern Investment Management.
22 September 2016
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2 min read
