Deregulation and the coming boom in regional bank M&A
A decade after the financial crisis, banks are finally seeing some light at the end of the regulatory tunnel. We explore the resulting opportunities.
Viewpoints about federal reserve
Filter posts by our authors, asset managers and topics.
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The Fed’s balance sheet represents an underappreciated risk right now
What’s the greatest underappreciated risk plaguing markets today? See what’s most worrisome to Adam C. Rudd, CFA, Standard Life Investments.Read more -
At 2%, a little inflation goes a long way
With inflation finally ticking up to 2%, will the Fed start hiking rates at a more aggressive pace? We take a closer look.Read more -
U.S. inflation is not a cause for alarm just yet
Some investors worry a late-cycle inflation surge will prompt the Fed to raise rates more aggressively, killing the U.S. economic recovery. Are we there yet?Read more -
The Fed strikes a hawkish tone
This was Fed Chair Powell’s first press conference. How did the new kid do? Find out—and get the key implications for investors.Read more -
Connecting the dots: Do FOMC projections suggest an inverted yield curve in 2018?
The Fed's plans for interest rate increases in 2018 could be a warning sign for U.S. stocks. See why.Read more -
Next Fed Chair Powell: status quo candidate for a status quo economy
President Trump nominated Jerome H. Powell as the next chair of the Fed. Find out what investors can expect once he succeeds current Fed Chair Janet L. Yellen on February 3, 2018.Read more -
Can central banks reverse course concurrently?
As easy monetary policy peaks, central banks seem poised to pass the baton over to governments. See why, rather than completing the handoff, they could end up dropping the baton altogether.Read more -
Flexible is the new core: fixed-income investing for the next 30 years
With interest rates on the rise, investors may be in for a rude awakening when they discover how much risk they're taking in their core bond allocations. See why we believe a flexible approach is better suited to today's markets.Read more -
U.S. payrolls: one for the doves, but we still expect a June rate hike
See why the May nonfarm U.S. payrolls report was one for the doves, though it was not sufficiently weak to cause the Fed to take its foot off the gas pedal.Read more