Viewpoints about interest rates
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Three interest-rate cuts in three months—is the Fed done?
The Fed delivers its third interest-rate cut in three months—has it done enough to revive U.S. growth and support risk assets? We take a closer look.
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Trading places: favoring defensive equity when bond yields go too low
While defensive equity may strike some an oxymoron, the phrase isn’t as absurd as it sounds in an age of government bonds that yield little—or less. Learn more.
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U.S. interest-rate cut: the Fed’s got 99 problems, but the consumer ain’t one
The U.S. Federal Reserve's latest interest rate cut shines a light on just how many potential pitfalls the central bank has to navigate. We take a closer look at the biggest risks to growth.
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What is inflation and why does it matter to investors?
Inflation is the rise in prices of products and services that people use every day. When the cost of basic items goes up, individuals simply can’t buy as much as they could before. Here’s what you need to know about this closely watched economic indicator.
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Amid rising volatility, emerging opportunities
The enduring strength of the U.S. consumer is a bright spot in a weakened global economy. We explore the importance of consumer spending amid recent market volatility.
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What's really driving the outlook for bank stocks? Key metrics to watch
While the recent policy shift toward cutting interest rates isn’t necessarily good for banks, other catalysts point to a positive outlook for the industry.
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U.S.-China trade war escalates, tariff threat could lead to Fed rate cut
Fresh tariff threats relating to the U.S.-China trade-war looks set to dent consumer spending and dim the economy's outlook. Will the Fed come to the rescue? Frances Donald, chief economist and head of macroeconomic strategy at Manulife Investment Management, shares her views.
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The Fed embarks on a new path: why Wednesday's interest-rate cut is important
The Fed's first interest-rate cut since 2008 had been well telegraphed in advance. While the rate cut had been fully expected, it doesn’t mean the decision’s any less important. We take a closer look.
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Fed cut—now what? Bond market history offers two clues
The Fed cut interest rates this week for the first time since 2008. What are the investment implications? Bond market history points to two—learn each one.
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The Fed's rate cut is an insurance policy, not a distress signal
The Fed's decision to cut rates for the first time since 2008 wasn't exactly a surprise to the markets—but it shouldn't be viewed as the start of a longer-term trend. We examine the factors behind the move.
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