The Reserve Bank of New Zealand has led the way with its recent interest rate cut. As we head towards the end of the cycle, other developed market central banks could be expected to follow.
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Are your private credit allocations positioned for uncertainty?
Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump May 5 helped to dash that optimism.
Central banks across the globe recalibrated their policy stance in the first week of May, making it clear that inflation is not the sole driver of their decisions. What does this suggest for the future direction of monetary policy?