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US Fed
US Economy
Fed shouldn't get baited by vigilante stock traders
The Fed’s transmission mechanism isn’t broken — it’s just having mixed success
August 18, 2022
US Economy
Cooler inflation takes next Fed rate-hike size down to the wire
Markets are now pricing in the likelihood of a 50 basis-point increase in September rather than 75 basis points
August 11, 2022
US Economy
US inflation runs cooler than forecast, easing pressure on Fed
The data may give the Fed some breathing room
August 11, 2022
US Economy
US economy shrinks for a second quarter, fueling recession fears
"The economy has quickly lost steam in the face of four-decade high inflation"
July 28, 2022
US Economy
Are interest rates at neutral? Markets certainly hope so
The Fed took way too long to understand and to respond properly to inflation
July 28, 2022
Investing strategies
What analysts say is next for Asian markets after Fed decision
The Fed's decision was broadly as expected much of the impact should be priced in.
July 28, 2022
China Focus
Hong Kong raises benchmark interest rate following Fed move
The HKMA moves in lockstep with the Fed, given the Hong Kong dollar’s peg to the greenback.
July 28, 2022
US Economy
Fed to inflict more pain on economy as it readies big rate hike
"Inflation is entrenched and spreading," said former Fed vice chair and Brookings Institution senior fellow Donald Kohn.
July 25, 2022
US stocks
JPMorgan strategists see equity stress easing in second half
“The continued adverse repricing of the Fed has understandably hurt markets, but that doesn’t need to be the template.”
June 20, 2022
US stocks
JPMorgan strategists say stocks imply 85% chance of US recession
US stocks rallied on Wednesday after the Fed raised rates but the positive mood quickly evaporated
June 16, 2022