This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
A weekly review of global markets and multi-asset portfolios
Pension Pulse Summer 2019
After a volatile December driven by concerns of rising rates, peak economic and earnings growth, and geopolitical tensions, markets have bounced back.
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
Market sentiment towards the Chinese currency has shifted significantly
Pension Pulse Spring 2019