Q4 Asia Investment Outlook: Go with the east wind
A dip in US growth will have an impact on Asia, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
Emerging markets give clues to Fed rate cut timing
Want to know when the Fed or ECB will start cutting interest rates? You could do worse than look at their emerging markets counterparts.
Chart Room: A waiting game on rate transmission
The US continues to defy the gravity of rate hikes but a closer look at monetary policy transmission mechanisms suggests the effects are delayed, not denied.
PBoC ups ante on moves to meet growth target
Chinese authorities are accelerating what to date has been a relatively incremental easing of policy to support growth. There will be more to come.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
Fed hikes into the banking storm as hard landing risks rise
As expected, the impact of the past fortnight’s banking troubles was writ large on the Federal Reserve’s March meeting. But it is still raising rates.
The Fed can’t paint over the cracks for long
Fidelity International's Chief Investment Officer for fixed income on what the SVB collapse means for the Fed and monetary policy.
A healthy economy remains key to China’s goals
A healthy economy remains key to China’s goals
Bank in a bind over LDI volatility
The Bank of England appears to be drawing a line in the sand to force sections of the pension system to deleverage faster.
Fed delivers on the hint - hard landing risks have risen
The Fed delivered on hint to raise rates by 75bp to bring down inflation. We see increased risks of a hard landing and remain cautious on equities and credit.
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