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: futures market
Risk
Vexing Gap Persists on Rates: Investors vs. Fed Officials
Futures market expects deeper cuts ahead than the central bank bunch projects.
Research
When Will Interest Rates Fall and by How Much?
UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.
Risk
Forget Any Fed Pivot, Says JPM’s Gross
The bond and futures markets believe the central bank’s tightening will about-face—a bad call, the strategist contends.
Risk
So What Is the Fed’s End Game on Rates?
Commonwealth’s McMillan thinks it has two half-point increases ahead, and that’s it.
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.
‘We Don’t Believe You’: Why Futures Market Is Skeptical of Fed’s Rate Hike Plans
One reason is that spending-happy Washington will need more central bank Treasury buying.