Markets, economy, stocks, growth, global, fixed income, international, asset classes
The performance of the US dollar significantly diverged from relative rate spreads
The performance of the US dollar significantly diverged from relative rate spreads.
Market sentiment towards the Chinese currency has shifted significantly
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
David Kelly, the Fed, interest rates