Macro Views
Macro Views | 21 Dec 15
ANALYSIS: What if the Fed is wrong and other scary thoughts for 2016
A look at the coming year for those whose glass is half empty
Fixed Income | 21 Dec 15
Fed policy will be slow but not necessarily steady – Neuberger Berman
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.
Macro Views | 17 Dec 15
ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
Macro Views | 17 Dec 15
All eyes turn to Fed’s next steps and China’s response
Markets have welcomed confirmation of the widely expected first interest rate rise since the financial crisis, but all eyes have quickly turned to focus on what comes next.
Fixed Income | 17 Dec 15
Fed hits right notes as rates rise for the first time in nine years
About the right amount of ‘dovishness’ seems to be the initial verdict from market commentators pronouncing on what had been billed as the biggest event in financial markets since the collapse of Lehman Brothers.