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Investment Talks 23.03.2023 Fed delivers a dovish hike: a rate cycle peak may be close

Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.

More 5 to 10 minutes
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Investment Talks 7.02.2023 Fed continuing to downshift: 31 January-1 February FOMC review

Review of the February FOMC meeting and its market implications.

More 5 to 10 minutes
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Investment Talks 16.12.2022 Fed: Staying the course until the job is done

Understanding the outcome of the December FOMC meeting and its market implications.

More < 5 minutes
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Investment Talks 10.11.2022 US mid-term election: no red tide

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

More > 10 minutes
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Investment Talks 4.11.2022 1-2 November FOMC meeting: debating a downshift, not a pivot

Understanding the outcome of the November FOMC meeting and its market implications

More 5 to 10 minutes
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Investment Talks 23.09.2022 20-21 September FOMC meeting: the move into restrictive territory

Understanding the outcome of the July FOMC meeting and its market and implications.

More 5 to 10 minutes
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Investment Talks 29.07.2022 July 26-27 FOMC Review: Maintaining a Hawkish Course

Understanding the outcome of the July FOMC meeting and its market and implications.

More 5 to 10 minutes
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Investment Talks 17.06.2022 14-15 June FOMC meeting: Fed becoming worried about inflation expectations

Understanding the outcome of the June FOMC meeting and its market and implications.

More 5 to 10 minutes
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Investment Talks 9.05.2022 3-4 May FOMC meeting: 50bp interest rate hike is bullish for markets

Understanding the outcome of the May FOMC meeting and its market and implications

More > 10 minutes

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