US

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Economics

31OCT 2019

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

2019

OCTOBER

08OCT 2019

Economics

Is oil’s relationship with energy stocks slipping?

Our chart of the month shows that the link between energy stocks and oil appears to be on the slide. What’s happening?

SEPTEMBER

16SEP 2019

Economics

Is gold the place to hide from negative yields?

In this chart of the month the multi-asset team asks whether gold could once again become the main hedge of choice as negatively yielding debt becomes increasingly common.

09SEP 2019

Economics

How does geopolitics impact investment returns and what can you do about it?

Our economists have analysed the effect geopolitical risk can have on investors’ portfolios. Should investors simply hold their nerve during volatile times? Or is it better to entrust fund managers able to take a more dynamic approach?

AUGUST

02AUG 2019

Insights

Resilient US labour market overshadowed by trade worries

The latest employment figures are strong, but escalation in the US-China trade dispute increases the prospect of another interest rate cut in September.

JULY

05JUL 2019

Economics

US jobs jump to ease pressure on Fed

The most important US jobs report of 2019 so far exceeded expectations and may reassure the Federal Reserve about the state of the US economy.

JUNE

24JUN 2019

Economics

Is this market losing its marbles?

Multi-asset chart of the month: How the US stock market's relationship with business confidence has gone awry.

20JUN 2019

Insights

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.