Market carnage could push Fed rate rise back to 2016
China’s shadow over global markets is pushing a US interest rate rise to December, and unless it relinquishes its grip the wait could go on even longer.
Federal Reserve
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Rate hike fears – are they warranted?
Thanks to the extensive forward guidance of the world’s major central banks, an interest rate hike by either the Fed or the Bank of England would not take investors by surprise. However, short-term consequences could still be grave, Bank of England Governor Mark Carney has reportedly warned.
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Investors get foretaste of bond market plunge
While government bond yields and, in particular, gilt, bund and treasury yields have all been rising in recent weeks (German 10 year yields doubled last week) the last few days have seen sudden, sharp moves that have seen investors lose significant amounts of capital. As one investor put it to Portfolio Adviser on Thursday, if…
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IMF warns of Fed danger as ECB reassures markets
The IMF yesterday warned that a rise in interest rates by the Federal Reserve could lead to a new crisis, with a spike in bond yields and emerging market economies particularly badly hit. Most estimates of when the Fed will begin rate hiking, or ‘normalisation’ as it is often called, range from as early as…
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Fed split revelation threatens US equities
US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.
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Patience buzz word
From the Fed to fund groups, patience is the financial world’s word of the moment, but what exactly are we waiting for?
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Is monetary policy divergence ever happen
One of the big macro themes for 2015 was thought to be divergence in the central banking policies of different parts of the world.
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Fund managers keep faith in central bank rescue
Fund managers attending last week’s Expert Investor Geneva conference keep faith in central banks stopping their bleeding after the recent market sell-off.
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BAML survey finds investors fretting over Fed
Bank of America Merrill Lynch has found that investors are reducing exposure to emerging markets and European equities.