Weak jobs data could keep the Fed on hold until December
The surprising weakness in May's jobs report combined with the political uncertainty of the presidential election is likely to keep interest rates on hold until December.
Viewpoints about interest rates
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There will be no easy answers for the Fed at its June meeting
Weak GDP in the United States and global concerns should keep the Fed on hold at its next meeting. But don’t underestimate central bankers’ desire to normalize monetary policy.Read more -
Negative yields, helicopter money—what will central banks try next?
One policy that could be employed is helicopter money—a kind of permanent quantitative easing that can take many forms, including tax rebates or electronic transfers into bank accounts.Read more -
Monetary policy doves make a surprise appearance
The U.S. Federal Reserve softened its expectations for interest rates in its most recent release. That's good news for investors, but suggests the global risks to the U.S. economy are unlikely to dissipate anytime soon.Read more -
China is not fertile ground for bottom-up stock pickers
The Chinese government's pervasive intervention in the nation's equity and currency markets puts bottom-up stock pickers at the mercy of China's highly unpredictable policy moves.Read more