Tag Archives: GDP

Is the Fed’s Credibility at Stake?

The Fed’s dovish turn coming out of its March 15-16 meeting took many market participants by surprise. The Federal Reserve’s median projection for Fed Funds rate increases in 2016 fell from four in December to two, reflecting concerns about the … Continue reading

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Fed Rate Hike: Moving Into Uncharted Territory

The Federal Reserve Board has taken an historic, widely broadcast step in raising the target Federal Funds rate by the expected 25 basis points. This move ends the zero interest rate policy that prevailed for the past seven years following … Continue reading

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S&P Downgrades Brazil: What Next?

S&P Downgrades Brazil: What Next? On 9 September, S&P downgraded Brazil to BB+, a speculative rating, leaving the country on negative watch. Fitch (BBB, Outlook negative) and Moody’s (Baa3) maintain investment grade recommendations for Brazilian hard currency government debt; expectations … 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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Greece is the Word

The three key take-away points from last Friday’s deal: 1. Greek politicians shouldn’t play poker: Whether the new government was faced with a lack of time or simply wasn’t experienced in bail-out negotiations, we don’t know, but neither Greek Prime … Continue reading

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