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1 – 10 of 152There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…
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DOI: 10.1108/OXAN-DB286862
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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INTERNATIONAL: Demographics will be a key GDP driver
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DOI: 10.1108/OXAN-ES286095
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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INTERNATIONAL: Weak activity to push forecasts down
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DOI: 10.1108/OXAN-ES281450
ISSN: 2633-304X
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Real interest rates -- which matter more for economic activity -- remain negative. Real rates have been declining for centuries. While they are currently negative, this could…
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DOI: 10.1108/OXAN-DB275029
ISSN: 2633-304X
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Investors expect the Fed to ease monetary policy as the US economy slows and the labour market cools, rather than for the central bank to stay the course with its 'raise and hold'…
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DOI: 10.1108/OXAN-DB272416
ISSN: 2633-304X
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Fed projections suggest that interest rates will rise by 75 basis points (bp) to 5.00-5.25% by end-2023. Bond markets expect rate cuts from mid-year, in effect betting on a sharp…
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DOI: 10.1108/OXAN-DB274944
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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The main western central banks -- the Federal Reserve (Fed), the ECB and the Bank of England (BoE) -- have all stated clearly that it is too early to declare victory against…