Speculation about the Federal Reserve’s (Fed) balance sheet — and specifically, what the future path towards its normalisation may look […]
It has been an eventful period for markets with news from the European Central Bank (ECB) and the UK election. […]
US agency mortgage-backed securities (MBS), one of the largest segments of global fixed-income markets, still bear the stigma of the […]
Most market participants anticipate no change in the policy rate following the upcoming FOMC meeting in the week commencing 07/11/16 […]
The last week of July 2016 was a busy week in the financial markets, as we had policy meetings at […]
The debate over global growth continued the week of 27 April 2016 against a backdrop of mildly supportive U.S. economic […]
In the aftermath of the financial crisis, public discourse in the US reflected a growing consensus that policy preferences of […]
This article on the recent turmoil in financial markets was written on 5 February 2016 in New York City. […]
Despite Mario Draghi’s reserved statement, the Fed looks set to take the first step towards normalising US monetary policy, finally diverging from the ECB.
Minutes of the 16-17 September FOMC meeting, published on 8 October, showed a Committee struggling to deal with the ambiguity of recent US economic data.
Much like a car crash on a road, we cannot help but take note of Greece’s dismal situation, which continues to have knock-on effects on global markets.
US economic data—which had already been trending weaker—came in even worse than expected on Friday, April 3, with a disappointing […]
Nearly two and a half years after European Central Bank (ECB) President Mario Draghi gave his famous “whatever it takes” speech, markets are still waiting for him to “show us the money”.