Risk
If a Hesitant Fed Won’t Cut, Other Central Banks Will, Says Ned Davis
Chair Jerome Powell declares that the Federal Reserve is in no hurry to reduce rates due to sticky inflation.
Tag: fed funds rate
Market Moves
Rate Cuts: The Fed and the Futures Market Draw Closer Together
Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.
Risk
Vexing Gap Persists on Rates: Investors vs. Fed Officials
Futures market expects deeper cuts ahead than the central bank bunch projects.
Research
U.S. Asset Managers Fear Federal Reserve Rate Hikes Will Cause Recession
Asset managers are concerned that higher rates will spark a liquidity crisis and 27% fear that continued rate hikes will cause significant equity market losses, CoreData Research finds.
Newsmakers
Dalio’s Magic Number for Tanking the Economy
At a 4.5% benchmark interest rate, economic growth will start to suffer, hedge fund guru says.
Has the Gabby Fed Gone Too Far in Its Transparency Push?
The central bank’s greater openness these days fuels risky behavior and thwarts flexibility, some say.
Risk
Spreads Are Narrowing: Could We Get (Gulp) an Inverted Yield Curve?
With short rates climbing faster than long ones, this recession harbinger isn’t out of the question.
Asset Allocation
Why the Fed May Raise Rates Sooner Than You Think
Current projections say there will be two hikes in the latter part of 2022.