Higher rates and protectionism will shrink manufacturers' profit margins
The dramatic increase in manufacturers’ profit margins over the past quarter century may be nearing an end, as rising interest rates and trade tensions weigh on the sector.
Viewpoints about federal reserve
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How central banks distort the predictive power of the yield curve
There's a good chance of an inverted yield curve by the end of 2019—but does it matter? We take a closer look at the yield curve's predictive powers and why this time may really be different.Read more -
How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.Read more -
Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.Read more -
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.Read more -
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