Commodities thrive where currencies dived
Covid-19 and US elections throw up shocks
Inflation to run above 2% 'for some time'
Inflation OK to climb 'above 2% over time'
Will address Senate Committee on Banking, Housing and Urban Affairs
Following the unprecedented falls across all financial markets in recent weeks, the safest government bond markets have had to become cash vaults for fund allocators trying to raise the liquidity needed to plug the fast-growing holes left by the equity,...
Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.
Which will evolve and which will wither?
Could rise in 2021 and 2022
Seven of ten FOMC members vote for small cut
Views on US equities seem to neatly fall into two camps.
Recognising the next generation of influential UK investors
In the developed world, inflation expectation is noise
Is Fed losing its independence?
Global bond yields continue to crash through zero
Technological disruption a theme to watch, manager argues
Global economic cycle is among the longest in history
Dovish shift in Fed policy as economic data deteriorates
Change in tone since start of year
Started in October 2017
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
One more in 2018