Viewpoints about interest rates
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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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What is modern monetary theory?
There’s been lots of talk about it, but just what is modern monetary theory (MMT)? Learn both sides of the debate on an unorthodox approach to economic policy.
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Probability of an interest-rate cut rises, but it’s unlikely to be in July
The latest Fed meeting offered hints about the future trajectory of rates, and we're standing by our view that the next change made will be a stimulative cut—it just may not happen as soon as some investors might hope. Read our complete analysis.
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U.S. interest rates: there’s no need for the Fed to step on the gas
As the economy displays signs of renewed strength, is the Fed right to shift into neutral gear? Or should U.S. interest rates head lower?
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Bond types that tend to fare best following yield curve inversions
Yield curve inversion alert—one of the most potent historical harbingers of economic recession flashed red recently. Find out what to do now.
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