-
Pimco predicts "binary" Fed rate trajectory scenarios
25 June 2025Central bank could cut aggressively if labour market weakens significantly, manager says, but may also not cut at all in 2025
-
Tariff watch: is the US at an inflection point?
09 June 2025Investors are split on whether the US economy has weathered the worst impacts of the White House's tariff rollercoaster or if there could be more to come
-
Fed will hold rates this week, AllianzGI predicts
06 May 2025Affiliate expects downward pressure on dollar and still favours US yield curve steepeners
-
US/Europe economic outlooks trade places, AllianzGI says, favours curve-steepeners
18 March 2025Firm's global CIO fixed income says "market euphoria" following November's US elections now a "distant memory"
-
Fed to err on the side of caution, Generali Investments says, as rate decision nears
27 January 2025FOMC decision due this week
-
Fed to hold rates and ECB to cut next week, AllianzGI says
24 January 2025And favours curve steepeners in both the US and Germany
-
Markets may have over-estimated Trump growth and inflation impact, RLAM says
20 January 2025As firm braces for bond market volatility in 2025
-
Markets poor judge of interest rate trajectories in 2024, RLAM says
10 January 2025Interest rate expectations among four main factors shaping 2025, affiliate says
-
Swiss Re Institute forecasts slower US and UK interest rate cut trajectories post-elections
18 November 2024Revises inflation forecasts up and expects "restrictive" Fed funds mid-point forecast of 3.9% by end of 2025
-
RLAM warns of possible "big bond bloodbath" in US next year
03 October 2024Economic stimulus could cause US economy to overheat, Trevor Greetham says, coinciding with Covid bonds maturing