Tags Federal reserve

federal reserve

Finding Income Opportunities in Bonds

Finding Income Opportunities in Bonds

In late 2016, the Federal Reserve raised rates. That’s interesting for a couple reasons. One, which received most of the headlines, is that this action represented the beginning of the Fed’s path in normalizing...
Fed's First Rate Hike of 2017 May Not Be the Last

Fed’s First Rate Hike of 2017 May Not Be the Last

As the U.S. bond market has generally expected and priced in for the past two weeks, the Federal Reserve (Fed) has incrementally raised short-term interest rates. It’s the first hike this year and the...
Marching Toward a Fed Rate Hike

Marching Toward a Fed Rate Hike

It’s understandable if investors are feeling overwhelmed by recent political, economic, and financial market events. President Trump’s election set off a frenzy of political and policy activity in the U.S., causing rapid adjustments (and...
2017 Outlook: Headwinds, Opportunities and Unknowns

2017 Outlook: Headwinds, Opportunities and Unknowns

We closed out 2016 with two notable developments, both of which had significant impacts on the economy. The first was the U.S. presidential election. After an outcome that surprised many, we saw a post-election bump...
Actively Managing Risks of Rising Rates

Actively Managing the Risks of Rising Rates

Q1 2017 CIO Insights: U.S. Value Equity Podcast The Federal Reserve held interest rates at abnormally low levels for several years, which restrained bond yields and enticed investors to reach for yield in the form of...
2017 Outlook: More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

Q1 2017 CIO Insights: Fixed Income Podcast As our Global Macro Strategy Team looks ahead to 2017, we believe the election of Donald Trump unleashed forces that are likely to push interest rates and inflation expectations higher...
2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World

2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World

Podcast Presenting a 2017 outlook is impossible without discussing Donald Trump’s victory, the Republican majority in Congress and what these developments could mean for the economy and markets. Unfortunately, much remains unsettled and could lead...
FOMC: What It is and What It Means to You

FOMC: What It is and What It Means to You

The U.S. Federal Reserve’s monetary policy has far-reaching effects—with its responsibility for setting short-term U.S. interest rates, it has the power to affect transactions and investments with any country or company doing business with...
Central Bank Moves and the Global Economy

Central Bank Moves and the Global Economy

What will the U.S. Central Bank do next? The answer to that question used to be easy. For most of my career, we would look at U.S. economic conditions. That's no longer the case. Just...
Fed Rate Outlook

December Rate Hike Expectations Unchanged in the Wake of Trump Victory

Donald Trump’s presidential victory upended the status quo, unleashing a host of new U.S. global policy-related questions on top of the macroeconomic challenges already facing global markets. However, in one regard, Trump’s win didn’t rock...