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Latest
Buy Hold Sell
Income Series
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Buy Hold Sell
Fund in Focus
Income Series
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Success and More Interesting Stuff
The Pitch
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Categories
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Federal Reserve
Latest news and analysis on Federal Reserve
Macro
July 11, 2024 17:44
Fed policy, the Sahm rule and the risk of recession
Rising unemployment has almost reached the "Sahm rule" threshold that has historically been a useful guide to US recessions.
Kieran Davies
Coolabah Capital
July 11, 2024 17:44
Macro
June 21, 2024 10:39
272,000 US jobs is not the same in old money
Interest rate cuts are being delayed, a pattern repeated many times this year.
Chris Iggo
AXA Investment Managers
June 21, 2024 10:39
Macro
June 13, 2024 10:41
Policy rules point to central banks diverging on rates
A policy rule still points to a slow/shallow rate cut cycle in the US, steady rate cuts in the EA, and that the RBA should hiked a bit more.
Kieran Davies
Coolabah Capital
June 13, 2024 10:41
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Macro
June 01, 2024 12:45
Some relief from US core inflation matching expectations in April
The Fed is sidelined on rates for some time as it watches how inflation evolves after an unexpected surge in Q1.
Kieran Davies
Coolabah Capital
June 01, 2024 12:45
Macro
May 31, 2024 11:22
US & EA wages growth shows a sharp improvement, with AUS & NZ lagging
Advertised wages growth is at/near pre-COVID levels in the US & EA, while still-high growth in AUS & NZ should improve this year.
Kieran Davies
Coolabah Capital
May 31, 2024 11:22
Macro
May 23, 2024 10:14
Judging post-COVID economic recoveries
The US economy stands out, with key measures of activity back in line with their pre-COVID trends, although Australia is not far behind.
Kieran Davies
Coolabah Capital
May 23, 2024 10:14
Macro
May 13, 2024 13:09
Central banks constantly say they are "data dependent". Here's why you should ignore them
The Fed is going to cut rates, but slowing growth means it may not be the time to be chasing equity returns.
Isaac Poole
Oreana Financial Services
May 13, 2024 13:09
Macro
May 09, 2024 08:56
US inflation could take longer to reach the Fed's 2% target
Any delay in achieving the 2% inflation target points to interest rates staying high for longer
Kieran Davies
Coolabah Capital
May 09, 2024 08:56
Macro
May 07, 2024 07:39
Rents pose a risk to US inflation
Measures of new rents are giving conflicting signals on the outlook for housing costs, which are a key driver of inflation.
Kieran Davies
Coolabah Capital
May 07, 2024 07:39
Fixed Income
April 30, 2024 10:15
What to expect when you’re expecting rate
cuts
CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential rates cuts around the globe.
PIMCO .
PIMCO
April 30, 2024 10:15
Macro
April 28, 2024 11:54
The Fed is challenged by higher inflation in Q1
Underlying inflation has picked up sharply in Q1 on a range of measures.
Kieran Davies
Coolabah Capital
April 28, 2024 11:54
Macro
April 19, 2024 14:01
Why the RBA won't follow the Federal Reserve (and what it means for your money)
Central banks are starting to splinter, and that has big implications for whatever asset class you are in.
Hans Lee
Livewire Markets
April 19, 2024 14:01
Investment Theme
April 15, 2024 16:15
Christopher Joye says this asset class is in
trouble
The Coolabah Capital CIO surveyed the global macro environment and revisited some of his biggest calls in this Rules of Investing interview.
Glenn Freeman
Livewire Markets
April 15, 2024 16:15
Macro
April 11, 2024 08:05
Higher US inflation, derails Fed rate cut plans and poses a threat to risky assets
Higher core inflation will disappoint the Fed and shake optimism about risk assets.
Kieran Davies
Coolabah Capital
April 11, 2024 08:05
Macro
March 30, 2024 09:18
US core inflation picks up in early 2024
The path of inflation returning to the Fed's 2% target remains "bumpy".
Kieran Davies
Coolabah Capital
March 30, 2024 09:18
Macro
March 22, 2024 08:17
Fed signals US rate cuts & slightly higher rates for longer
The FOMC expects to cut rates at a faster pace than implied by a policy rule relying on its own economic forecasts.
Kieran Davies
Coolabah Capital
March 22, 2024 08:17
Macro
February 29, 2024 11:53
Risk beats peak cash: US exceptionalism sparks both tech and credit opportunities
Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all in the US....
Chris Iggo
AXA Investment Managers
February 29, 2024 11:53
Macro
February 26, 2024 09:00
6 leading investors share the charts to watch right now
This chart pack showcases some of our customers’ own creations.
Macrobond Financial
February 26, 2024 09:00
Macro
February 22, 2024 09:30
Why stocks could be boosted, thanks to a different "Taylor"
Listening to a different Taylor may deliver more Karma to your portfolio this year.
Alastair MacLeod
Wheelhouse Partners
February 22, 2024 09:30
Views from the Top
February 15, 2024 07:00
Fidelity's Global CIO shares his 4 favourite asset classes for
2024
Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.
Hans Lee
Livewire Markets
February 15, 2024 07:00
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