Tag Archives: inflation

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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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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Dovish Fed Resets Outlook For Risk Assets

The market’s initial reaction to Wednesday’s FOMC meeting was consistent with a dovish interpretation. U.S. Treasury yields declined and the dollar underperformed. However, as market participants digest the information, much of the initial moves have been retraced. Following the meeting … Continue reading

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Friendly Central Banks, Friendly Markets?

The Central Bank bonanza has continued to lift financial markets, especially risky assets, towards new highs. This has happened in a weak economic framework, for most of the areas, further exacerbating the divergence between financial markets and economic fundamentals. The … Continue reading

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