Fed rates

Which central bank blinks and cut rates first?

Which Central Bank Blinks And Cuts Rates First?

TwentyFour Asset Management’s CEO Mark Holman thinks central banks will move on rates any time soon, but where the first move comes from might be harder to call. They are sure it will not be the UK, thank goodness and also sure it won’t be the ECB. It won’t be the US in the near future either.


Jerome Powell

Jerome Powell’s Penelope tactics

J. P. Marín-Arrese | Once again, Jerome Powell played down the need for monetary easing in the press conference following the Fed’s rate cut decision. His unconvincing delivery led Mr Trump to heap scorn on his uninspiring performance. For once, his bitter recriminations were fully justified.


Central Banks currencyTC

Markets, Where is the good summer mood?

DWS | June was dominated by surprisingly dovish central banks, which lifted some equity markets to new highs and pushed some bond yields to new lows. But the joy is not untroubled.




Investor focus on US Fed

The Fed Move May Send Shock Waves

Analysts and markets alike are already discounting a 25 basis points rise in the Fed’s core rates this week. So investors’ reaction will depend largely on Janet Yellen’s message regarding future rate hikes. A vague gradualism no longer matches the kind of unequivocal commitment the markets are waiting for. Anything short of this could fuel general volatility and unrest.