Tag Archives: inflation

Growth and Inflation: A New Narrative?

In the second half of 2016, the growth premium favored Developed Markets (DMs) vs Emerging Markets (EMs) – with DMs regaining the macro momentum lost in the first part of 2016. We now expect DMs and EMs to display similar, … Continue reading

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Fed Signals Three Rate Hikes for 2017

As expected, the Federal Open Market Committee (FOMC) raised the target Fed Funds rate by 25 basis points (bps). The December rate increase represents the sole rate increase for 2016, following the December 2015 move, and the second increase since … Continue reading

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

1. Inflation – Some Like It Hot Central bankers in two of the world’s major economies have recently been discussing their thoughts on the appropriate level of inflation, and what their reactions might be to any breaching of their inflation … Continue reading

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US Economic Outlook: Improving GDP Growth 

Recent US economic data indicate that the US may deliver growth of over 2% as well as modestly higher inflation for the second half of the year, for overall 2.0% GDP growth over the next 12 months. Solid employment should … Continue reading

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