Tag Archives: Fed policy

3 Things the European Investment-Grade Fixed Income Team Talked About Last Week

1. ECB – When Doves Talk It appears likely that the U.S. Federal reserve will increase the Fed Funds rate for the first time in almost a decade at their forthcoming December meeting. This has led to speculation that the … Continue reading

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Fed Holds Rates Steady: The Right Call?

The Federal Reserve Board did what most observers expected today, holding any rate increase until at least October or December 2015. While the Federal Open Market Committee professes to be “data-dependent” and focused primarily on U.S. economic data in making … Continue reading

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European Equities – Where Next?

View from the European Equities desk 2015 was to be the year of European Equities. After five years of trailing the U.S. market, all eyes turned to Europe, as the power of Quantitative Easing (QE) and an expectation of greater … Continue reading

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Beyond QE, U.S. Economy is Getting Traction

The Fed confirmed the end of Quantitative Easing (QE) and changed its rhetoric on the job market. The unemployment rate is (finally) gradually declining, as is the underutilization in the labor market, although it remains high by historical standards. The … Continue reading

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Fed Pursues a Slow Pace – What Does it Mean for Investors?

The Federal Reserve Board’s policy-making committee convened on September 16-17 to discuss winding down its stimulus program. Janet Yellen, the Fed’s chairwoman, explained the results of the meeting in a news conference on September 17. Is the Fed Being Too Accomodative? … Continue reading

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