The Rise of U.S. Yields: The beginning of a long story
Over the past two years, benchmark rates in the United States have skyrocketed from 0% to over 5%. This significant shift is not only a...
Tag: Jerome Powell
The Fed keeps its rates unchanged
Policymakers left interest rates unchanged at 5.25% to 5.5%, the same level they have been since July. Jerome Powell maintained hope for a cut this...
Monetary policy divergences: towards a significant asset allocation shift
The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...
FED leaves rates unchanged and remains vague about the future
Interpreting the Fed’s decision is more complicated than what the market wanted to take away. The good news is that Fed officials maintained their forecast...
The Fed will take a pragmatic and data-dependent approach
Rates rose in 2022 and 2023 at the fastest pace in four decades as the central bank sought to contain inflation. Today, as price pressures...
Resilience of the US Economy Dampens Rate Cut Expectations
US 10-year yields rose by five basis points in Asia after surging by 14 basis points on Friday following the US employment data. Federal Reserve...
The Fed Keeps Rates Steady and Warns Against a March Cut
The Federal Reserve kept interest rates unchanged for a fourth consecutive meeting. The decision to leave the target range for the federal funds rate unchanged...
Is the Fed right to lean towards investor optimism?
The Federal Reserve now believes it can have the best of both worlds: contain excessive inflation without pushing the economy into a recession. Powell surprised...
The Fed: Towards the End of the Rate Hike Cycle
The Fed has maintained its benchmark interest rate of 5.25% to 5.50% for a second consecutive meeting. The policy statement acknowledges the recent strength in...