Is the Fed's current tightening cycle wrong-footed?
Risk of deflation, not inflation
The Federal Reserve continues to act in the belief that the US economy is in the midst of a normal cycle, writes Seilern IM CIO Raphael Pitoun.
The Federal Open Market Committee remains in a tightening mode having increased the federal funds rate from 1% to 1.25% as the job market approaches its full potential. This might prove to be a mistake....
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Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.