CAPITAL IDEAS^TM

Federal reserve

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米国株式

Beyond Consensus: Economic Perspectives for 2025

資産配分

Have investors missed the rally in stocks and bonds?

株式

The road ahead for equities

金利

The Fed just cut interest rates. Now what?

金利

US economy poised for a soft landing. What comes next?

債券

Thinking beyond the landing

債券

Mixed results in emerging market debt with central banks less accommodative

Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard

Election

US Election 2024: What investors need to know

金利

What if the Fed doesn’t cut interest rates this year?

債券

Mixed results amid healthy fundamentals

債券

Valuations are expensive, but may have staying power

FRB

Quantitative tightening: Where does it go from here?

債券

Now may be the time for core bonds: Five themes for 2024

債券

EMD outlook 2024: Navigating a bifurcated universe

FRB

Quick Take: Bond yields likely to remain higher for longer as Fed stands firm

FRB

As the Fed pauses, what’s next for inflation and rates?

グローバル債券

Four high-income seeking investment strategies for a high-rate world

グローバル債券

Four lessons from 50 years of bond investing

市場の変動

US economy hit by rolling recession

FRB

Quick take: Fed strikes measured tone as hiking cycle resumes

FRB

Why R-star may rise, and its implications for rates and policy

グローバル債券

Will the US dollar continue to weaken?

市場の変動

What the SVB collapse means for investors

FRB

Quick take: Bank failures push Fed to proceed with caution

市場の変動

Asian banks: end of Fed hiking could be key

市場の変動

Quick take: How SVB’s collapse changes the Fed’s calculus

FRB

Quick take: Optimistic Fed not declaring victory over inflation

グローバル債券

Bond market outlook: Prospects brighten as Fed slows hikes

FRB

The Fed’s big question: how high is high enough?

インフレーション

Is high inflation the ultimate pandemic distortion?

市場の変動

When will the bear market end?

通貨

How long might the dollar rally last?

Jens Sondergaard

グローバル債券

Why should you consider owning bonds now?

Outlook

Bond outlook: What to know as Fed fears hit markets

エマージング市場

Emerging markets and rising US interest rates

市場の変動

Why we think the Fed is still behind the curve

債券

Investing in fixed income during a hiking cycle

市場の変動

Is there opportunity in this stock market volatility?