Welcome!
US Fed
US Economy
Fed seen hiking final time to a 22-year peak in economist survey
Most of the economists expect no change in the FOMC statement’s guidance
July 20, 2023
Investing strategies
With inflation easing, Julius Baer urges investors to stay put for widening rally
Stay fully invested in quality assets, as inflation and economic momentum have proven to be stickier than expected: Julius Baer
July 20, 2023
Summers warns on inflation complacency, sees more bond declines
'My best guess is that you're going to see further adjustment as the data continues to come in'
July 08, 2023
Global Economy
Powell says likely need two or more hikes to cool inflation
Inflation pressures continue to run high, and the process of getting inflation back down to 2% has a long way to go
June 29, 2023
Global Markets
Inflation to be 'high for long' in developed countries, 'low for long' in China: Lombard Odier
Four things that remain top of mind for macroeconomists at Lombard Odier, and investment outlook for the next half of 2023
June 08, 2023
US Economy
No confidence in the Fed
The fact is that regulators — including the Fed — have failed to keep the banking system safe.
April 27, 2023
US Economy
Summers says recession probabilities rising, Fed nearing the end
"The Fed needs to engage in some serious soul searching"
April 09, 2023
Global Markets
Destructive decoupling
In both the US and China, dissenting voices are either ignored or stifled
April 05, 2023
Global Economy
Tame inflation without subsidising banks
Taxpayers, not banks, should benefit from public-sector money
March 02, 2023
US Economy
Is normal really what we want?
When it comes to yield curves, abnormal is worth relishing
March 01, 2023