23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
7/02/2023 Economy & Markets Fed continuing to downshift: 31 January-1 February FOMC revi... Review of the February FOMC meeting and its market implications.
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
7/11/2022 Economy & Markets For the Fed, the impossible QT The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications
12/10/2022 Economy & Markets Too early for a Fed pivot The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.
23/09/2022 Economy & Markets 20-21 September FOMC meeting: the move into restrictive terr... Understanding the outcome of the July FOMC meeting and its market and implications.