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Markets

19NOV 2019

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

Economics

31OCT 2019

2019

JULY

11JUL 2019

Economics

Powell tees up a US rate cut

In his Congress appearance, Federal Reserve (Fed) chair Jerome Powell set the stage for a US rate cut later this month. We expect more to come this year.

09JUL 2019

Economics

What is left in the toolkit for central banks in developed markets?

Low interest rates will limit the ability of central banks to cut rates further if the economy turns pear-shaped. We examine the other options available in developed markets.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

24JUN 2019

Markets

Investors have a second chance to avoid leveraged loan risks

Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.

20JUN 2019

Economics

Fed holds fire, but July rate cut likely

Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to restore corporate confidence and spending may depend as much on the president as the Fed.

05JUN 2019

Economics

Trump targets Mexico, hits the Fed

We cannot be sure if Trump’s Mexican tariffs are just part of his bargaining strategy, but it may get him the Fed rate cut he wants.

MAY

02MAY 2019

Economics

Watching and waiting: Fed in neutral

The Fed’s next move is likely to be a rate cut, but not until next year