"When you have a more hawkish Fed, this will lead to a stronger U.S. dollar and a tightening of global financial conditions," Qian Wang, chief Asia-Pacific economist at Vanguard, said. This is especially true in a lot of emerging markets, she added. "I do think central banks in...
2020. It is clear that the bears are still free to rampageacross the market landscape. The causes of this market devastation are what I frequentlydiscuss in my newsletters and “Eagle Eye Opener”— a hawkish Fed ensuring ever-higher interest rates, COVID-19 lockdowns in China, rising ...
This is a modal window. No compatible source was found for this media. LeadersMonetary policyFederal ReserveFOMC FORECLOSURE WARS She stopped paying her mortgage more than 15 years ago. How is she still living in her NYC condo?
4.5% is probably a good range. The Fed was operating under certain rules SFC Markets and Finance: To combat high inflation, the Fed became more hawkish in the past year. Do you think the Fed made right decision? Thomas J. Sargent: So, here's the way I think about it. In many ...
But as always in markets, the key question to ask is: Why are yields rising? There are three typical causes of higher yields: Rising inflation expectations, surging growth expectations and fears of a hawkish Fed. I want to investigate each of these to see if they are behind this acceleratio...
The last month highlighted the importance of the macroeconomic backdrop. Global equities weakened after the Fed delivered a hawkish rate cut in December. Each of the major regions fell lower for the month. U.S. large cap value has had a strong January so far and is outperforming U.S. larg...
"In the past two weeks, China's onshore/offshore equity indices fell as some investors trimmed expectations on the two sessions, a more hawkish Fed and geopolitical tensions," Liu said in a note. She said that the MSCI China index and the CSI 300 may test JPMorgan's previous targets...
Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in Goldman Sachs’ Global Banking & Markets, joins our latest episode of The Markets, a...
I say that because lately the Fed has been talking about how bad inflation is, and how they need to be ‘vigilant’ so that inflation expectations don’t deteriorate. If you talk to anyone on the street, I bet they have noticed that prices are higher for just about everything. I don’...
This year, the Fed largely quashed inflation without throwing the economy into a recession. Yet inflation is not entirely tamed. In December, the Fed issued what some economists termed a “hawkish cut,” signaling that after the central bank cut rates it might not do so again for a while....