US Monetary Policy

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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

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.

JUNE

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.

APRIL

26APR 2019

Economics

Robust US growth figures calm recession worries

Weaker inflation suggests interest rates are likely to remain on hold

05APR 2019

Markets

Strong non-farm payrolls gets US job market back on track in March

US non-farm payroll gains came roaring back in March, confirming February’s weakness as a blip.

MARCH

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

08MAR 2019

Economics

Mixed US jobs report supports the Fed's patient stance

Job creation plunged in February but stronger wage growth should bolster household consumption.