rates hike

Markets' view by Natixis

Markets: Cautious, not bearish (Natixis)

By David F. Lafferty (Natixis) | Over the last few months, we have written, spoken, and tweeted incessantly about the coming headwinds to both the global economy and the capital markets. In July we noted that despite the current macroeconomic momentum, there are many factors that are likely to hamper growth by the time we get to late 2019 or 2020. These include tighter monetary policy that will actually begin to pinch growth, fading tax-cut and fiscal stimulus (especially if the Democrats take the US House of Representatives in the midterm elections), continued trade and export headwinds, a Brexit supply-shock to the UK and EU, and so on.


The odds of a next rates hike by the Ded

The Odds On An Early Rate Hike

The outstanding labour market performance in the US has triggered widespread speculation of a Fed rate hike as early as September. Nonetheless, most new jobs are part-time, while the hourly wage increase lags well behind its pre-crisis pace.