US Monetary Policy

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Economic Views

21MAR 2019

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

2018

DECEMBER

20DEC 2018

Economic Views

Fearful markets disappointed by Fed policy stance

Market participants had expected a more dovish statement given recent volatility in risk assets

13DEC 2018

Market Views: Equities

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

07DEC 2018

Economic Views

US wage growth strong even as job market slows

Quickview: The November US jobs report showed that fewer jobs were added than expected, but wage growth remains strong.

NOVEMBER

07NOV 2018

Economic Views

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

02NOV 2018

Economic Views

December rate hike likely after US jobs boost

Quickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.

SEPTEMBER

06SEP 2018

Market Views: Fixed Income

Have bonds lost their bite?

As markets evolve, we explore whether bonds are still able to provide protection in turbulent conditions.

AUGUST

03AUG 2018

Economic Views

Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.