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Executive Summary: The Fed decided to do yesterday exactly what was expected of it. So its 25-basis-point drop in the federal funds rate barely moved the needle in Wednesday’s trading. But anticipation of the move has helped interest-rate-sensitive stocks outperform
Executive Summary: It may not be as feasible as some think for China’s government to achieve its 5% annual GDP growth goal given formidable headwinds, including slow-moving economic reforms and the impact of US tariffs. William discusses the challenges that
Executive Summary: For many emerging markets around the world, Trump’s tariffs on their exports to the US are stressing economies that already were facing formidable challenges, William reports. The President of Indonesia has been making moves that undermine Bank Indonesia’s
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Short-form takes on current market events.
Please see Dr Ed’s op-ed in today’s Financial Times titled “Why it might be the time to repeal the Fed’s dual mandate: Should 3% be the US central bank’s new inflation target?” As expected by everyone, the FOMC delivered a 25bps cut
The FOMC is likely to cut the federal funds rate (FFR) by 25bps tomorrow. Among the meeting participants, there might be one or more dissenters to the decision who favor a 50bps cut and one or more dissenters opposed to any cut. The Summary
Central banks take the spotlight this week as monetary policymakers from Washington to Tokyo cut to the chase on the balance of economic risks. Though the Federal Reserve’s two-day meeting (Tue-Wed) is the main event, rate decisions by the
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