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1 – 10 of 43Weak 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…
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DOI: 10.1108/OXAN-DB288816
ISSN: 2633-304X
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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…
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DOI: 10.1108/OXAN-DB286511
ISSN: 2633-304X
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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…
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DOI: 10.1108/OXAN-DB282113
ISSN: 2633-304X
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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…
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DOI: 10.1108/OXAN-DB280733
ISSN: 2633-304X
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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…
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DOI: 10.1108/OXAN-DB281431
ISSN: 2633-304X
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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…
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DOI: 10.1108/OXAN-DB279859
ISSN: 2633-304X
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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…
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DOI: 10.1108/OXAN-DB275435
ISSN: 2633-304X
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Equities, bonds, cash and gold all suffered outflows in the week ending May 11, according to data provider EPFR Global. More worryingly, the sell-off in equities has spread to the…
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DOI: 10.1108/OXAN-DB270367
ISSN: 2633-304X
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US infrastructure spending outlook.
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DOI: 10.1108/OXAN-DB214598
ISSN: 2633-304X
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Some economists are suggesting that, over the longer term, this could cause financial markets to stop buying US debt and charge prohibitively high rates, and cause the dollar to…