Federal Reserve

JM Finn's Jon Cunliffe: Watch the Fed pivot and risk assets rally

Economics

JM Finn's Jon Cunliffe: Watch the Fed pivot and risk assets rally

Financial repression

clock 16 October 2026 • 4 min read
Nedgroup Investments' Alex Ralph: Getting ahead of a bond market pricing in too much pain

Fixed income

Nedgroup Investments' Alex Ralph: Getting ahead of a bond market pricing in too much pain

It has been a challenging period for bond investors. Sovereign yields have climbed across developed markets, the Federal Reserve raised rates for the first time since 2023 and "higher for longer" has become the default assumption.

clock 15 October 2026 • 4 min read
Fund managers up allocation to bonds after sell-off as they price in Fed hold in October

Markets

Fund managers up allocation to bonds after sell-off as they price in Fed hold in October

BofA global fund manager survey

clock 14 October 2026 • 2 min read
Aberdeen dials back government bond and property conviction amid inflation risk

Investment

Aberdeen dials back government bond and property conviction amid inflation risk

Preference for EM equities

clock 13 October 2026 • 2 min read
US Fed: Inflation risks and geopolitical uncertainty led to September hike

US

US Fed: Inflation risks and geopolitical uncertainty led to September hike

FOMC minutes

clock 09 October 2026 • 3 min read
Fed unanimously votes to hike rates to 3.75-4% in attempt to 're-establish credibility'

Economics

Fed unanimously votes to hike rates to 3.75-4% in attempt to 're-establish credibility'

Warsh: ‘Inflation too high for too long’

clock 17 September 2026 • 2 min read
Fixed income managers cut US Treasury duration over yield curve concerns

Markets

Fixed income managers cut US Treasury duration over yield curve concerns

Equities remain resilient

clock 11 September 2026 • 5 min read
US inflation unchanged at 3.4% as oil prices stay over $100

Economics

US inflation unchanged at 3.4% as oil prices stay over $100

Fed meeting next week

clock 11 September 2026 • 2 min read
US outlook stable but uncertainty remains over AI investment and geopolitics as rates held

Economics

US outlook stable but uncertainty remains over AI investment and geopolitics as rates held

FOMC minutes

clock 20 August 2026 • 3 min read
US Fed votes 9-3 against hike in 'sloppy hold'

Economics

US Fed votes 9-3 against hike in 'sloppy hold'

Fifth consecutive hold

clock 30 July 2026 • 3 min read
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