US Monetary Policy

Highlight

Economics

26APR 2019

Robust US growth figures calm recession worries

Weaker inflation suggests interest rates are likely to remain on hold

2019

JANUARY

31JAN 2019

Economics

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

2018

DECEMBER

13DEC 2018

Economics

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

NOVEMBER

07NOV 2018

Economics

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

AUGUST

03AUG 2018

Economics

Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.

MARCH

22MAR 2018

Economics

New Fed chair Powell raises rates, growth and inflation forecasts

We still see scope for further interest rate rises from the Fed this year, following yesterday’s 25 basis point hike at the March meeting of the FOMC.

FEBRUARY

14FEB 2018

Economics

US inflation shows signs of rising cyclical pressure in January

Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.

02FEB 2018

Economics

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.