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US Fed will look beyond market chaos and volatility

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INTERNATIONAL

Weak employment data for July fired concerns that the Fed has waited too long to ease monetary policy. Concerns over the US economy had added to worries about a tech-stock bubble…

Interest rate uncertainty keeps pressure on US bonds

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INTERNATIONAL

The Fed and ECB seem set to diverge, with the latter expected to cut rates in June. There is a rising prospect, bolstered by the resilient US labour market and Middle East…

Demographics will be a key driver of growth prospects

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INTERNATIONAL

INTERNATIONAL: Demographics will be a key GDP driver

Long office market downturn to hit bank balance sheets

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INTERNATIONAL

INTERNATIONAL: Office market fall to hit bank health

Unknowns cloud major central banks’ forward guidance

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INT

The Fed insists that subsequent moves will depend on economic developments, but its forecast implies that, although not imminent, another 25-basis-point (bp) increase will happen…

US corporate debt distress will rise

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UNITED STATES

US corporate debt default and bankruptcy stress is at its most intense for more than a decade in the face of higher interest rates, elevated inflation and a slowing economy. There…

Fed balance sheet reduction should progress smoothly

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UNITED STATES

The Fed will cut the balance sheet by USD95bn per month by not reinvesting the proceeds of maturing Treasury bonds and agency-backed mortgage bonds. When the Fed reduced the…

Democrats consider options over US debt limit

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UNITED STATES

UNITED STATES: Democrats consider debt limit options

Commercial property unlikely to spark a global crisis

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INT

The diversity of the asset class -- offices account for 17% of loans to commercial real estate, while the more resilient multifamily sector accounts for 44% -- and the illiquidity…

Dramatic rise in yields raises appeal of global bonds

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INTERNATIONAL

This repricing of fixed income markets has caused the global stock of negative-yielding government and corporate debt to vanish -- it stood at over USD18tn in late 2020. Bonds are…