05 October 2019
The US-China is just act in the story of global competition for economic influence. The big picture is of shifting tides in geo-strategic politics from cold war (1950-90), to US dominance (1990-2010...
14 September 2019
Early this year, despite having highlighted a bleak picture for global growth and the persistence of political risks, we pointed out that emerging markets (EM) were set to enter 2019 on a more...
17 August 2019
Bond markets were particularly volatile in recent days. In fact, over the 72 hour period from July 30th to August 1st, market expectations about the future path of US policy rates fluctuated...
16 March 2019
A new wave of optimism has taken over the financial markets in recent weeks, driven by a more dovish Fed and positive rumors about a potential US-China trade deal. However, the upside for global...
09 March 2019
With a more dovish US Federal Reserve (Fed) and positive developments in global trade disputes, emerging markets (EM) have benefited from a substantial recovery in risk sentiment. However, recent...
11 November 2017
There has been a flurry of central bank activity in recent weeks. The US Federal Reserve (Fed) has signalled its intention to carry out the third hike of the year at its upcoming December meeting;...
20 August 2017
2017 was supposed to be a challenging year for emerging markets (EMs). An accelerated pace of Fed tightening, protectionism and political risks were among the prospective hurdles EMs would have to...
01 July 2017
On June 14th, the US Federal Reserve (Fed) increased its policy rate for the second time this year as was widely anticipated. Less certain, however, was the path of future policy tightening in light...
25 December 2016
In terms of growth rates, the performance of the US economy in 2016 was mediocre. Growth is expected to have been 1.6%, below what most economists consider as potential (1.75%) and below the average...
18 December 2016
The month of December confirmed that the divergence in global monetary policies is now in motion. On 8 December, the European Central Bank (ECB) introduced a further dose of monetary stimulus. Almost...
03 September 2016
September 21 is shaping up to be a big day for central banks. Both the US Federal Reserve (Fed) and the Bank of Japan (BoJ) are making monetary policy decisions on that date. The probability of a Fed...
04 June 2016
Over the past month, the US Federal Reserve (Fed) has been sending clear signals that an increase in US interest rates is likely to occur within the coming months (see our commentary from last week,...

Pages

Subscribe to Fed