central bank

It's not always the sexiest subject, but this year, it could determine which assets rule the roost.

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?

And it's all courtesy of the US Federal Reserve and FDIC

The perpetual 'Black Knight' of our monetary system, the US Dollar has often been proclaimed as 'dead', but goes on despite flesh wounds.

The story of 2022 so far has been of central banks pushing interest rates ever-upwards with the hope of curtailing inflation. Over the course of the last few...

With inflation still the word on everyone’s lips, our latest podcast has been published in two parts. In part 1, Greg Goodsell, 4D's Global Equity Strategist, speaks...

“There’s a tendency for markets to focus on the present and extrapolate it forever”, said Olivier Blanchard, a well-respected economist formally of the IMF. We could...

It’s no secret that the past year has been a tough environment for markets. As Andrew McAuley, chief investment officer and wealth manager for Credit Suisse points...

After the most recent FOMC meeting, we have seen numerous changes to forward probabilities within the fixed income market. This article aims to provide investors...

Everybody knows that consumer prices in Australia, Britain, the U.S. and other countries have risen rapidly over the past year, and most investors know that they’re...

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions...

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...

Shadow policy rates on the rise: Shadow policy rates are designed to factor in the effects of quantitative easing (QE). They present a view of the effective level of...

Short dated bonds have aggressively repriced as inflation expectations rise and fears creep in that central bankers maybe heading towards a policy mistake as longer...

In 2014, the former head of the US Federal Reserve, Ben Bernanke, stated “the problem with quantitative easing (QE) is that it works in practice but it doesn’t work in...

While the health impact of COVID-19 across the globe continues to devastate, one could be forgiven for looking at the response of financial markets in the last 12...

No one expects a rate change from the RBA any time soon, but some leading experts believe it might happen sooner than we think. With no change to rates, all eyes were...

Central banks globally have clearly been buying a lot of government bonds over the last decade. But just how much the world’s central banking powers own of their own...

The World Wide Pandemic Recession of 2020 will end. History is clear – all recessions have a start and an end. An economic downturn is always followed by economic...

In the last month or so, governments and central banks have been the difference between markets continuing to fall and markets starting to find a bit more support....