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Blog
2 min read
Chart Room: The Fed walks a quantitative tightrope
The quantitative tightening of US financial conditions will inevitably strain parts of the banking system
Article
2 min read
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.
Blog
3 min read
China walks a familiar tightrope as it targets recovery
While most other major economies are moving to tighten, the construction-fueled stimulus that Beijing has sought to avoid is suddenly back on the cards.
Blog
3 min read
Fed turns from friend to foe
Pace and extent of tightening cycle depends on the inflation dynamics and the terminal level of real rates the economy and markets can digest.
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