The Bank of England is right to draw a distinction between the UK and US inflation outlook, and we expect the first rate cut ...
The Federal Reserve’s recent decision to maintain high-interest rates for an extended period has sparked a debate over its ...
The federal funds rate (FFR) currently sits within a range of 5.25 and 5.50%. The last time the Fed raised rates was in July 2023, meaning that rates have been left unchanged for six of the last seven ...
Yen’s 34-year low against dollar complicates task for BoJ governor Kazuo Ueda a month after ending negative rates era ...
March’s PCE index forecasted at 2.6% YoY, exceeding Fed’s target. Core inflation expected at 2.7%, suggesting Fed to retain ...
It’s a tough case to sell that higher interest rates today are having a substantially negative impact on the course of the ...
Cut in June or not at all? The Bank of England is left parsing policy between a European Central Bank nailed on for cutting ...
Shrinking profit margins, squeezed nonprofits and rising insurance costs are just some of the worrying trends in the Fed's ...
Despite its cyclical and secular challenges, we believe Europe is a good diversifier for duration in global portfolios.