With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
The month of October saw average hourly earnings for production and nonsupervisory workers rise by 3.2% from a year prior, the fastest rate of wage growth since April 2009. Many investors are concerned that if wage growth accelerates further, inflation wi
Interest Rate Policy
The performance of the US dollar significantly diverged from relative rate spreads
The performance of the US dollar significantly diverged from relative rate spreads.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
The arrival of the bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
Educational hub featuring an expanding set of tools and information.