How Higher Rates Could Be Good, Not Bad
Federal Reserve policymakers seem hesitant to increase interest rates again, and they don't anticipate lowering rates in the near future. When they do eventually consider rate cuts, they expect them to be relatively modest.
Go Deeper (3 min read)Salaries Are Freezing
The most esteemed consulting firms in the world have decided to freeze their starting salaries for new graduates in the United States, as the fierce competition for jobs replaces the earlier trend of salary increases following the pandemic.
Go Deeper (2 min read)Private Equity Sours
The private equity industry, once the titan of the financial sector during the era of low interest rates, now grapples with a new reality as interest rates rise, potentially reshaping its operations and strategies for the foreseeable future.
Go Deeper (5 min read)Growth And Inflation
Since the last increase in interest rates by Federal Reserve officials in July, the economy is displaying two trends that central bankers believe may not be sustainable for much longer.
Go Deeper (4 min read)Optimism and Uncertainty
There are multiple factors contributing to the recent surge in economic activity. Firstly, the combination of milder inflation and persistent wage growth is stretching the purchasing power of individuals.
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Seniors Are Making The Economy Stronger
Consumer spending has remained remarkably resilient despite the Federal Reserve's efforts to raise interest rates. An often overlooked but significant factor contributing to this resilience is the aging population.
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Where Are Rates Going?
The threat of a bond selloff looms large, casting doubt on hopes for a soft economic landing. The surge in long-term interest rates, reaching levels not seen in 16 years, raises concerns, especially as the exact triggers behind this move remain unclear.
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Households Are Not Cooling Down
By now, consumers were expected to reduce their spending for several reasons. Interest rates have risen, inflation remains high, pandemic-related savings have dwindled, and the labor market is showing signs of cooling.
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Peak Europe?
The European Central Bank (ECB) has hiked interest rates by a quarter of a percentage point to a historic high but indicated that borrowing costs in the eurozone may have reached their zenith, causing the euro to plummet.
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September 2023 - Commentary
Federal Reserve officials caught the financial markets off guard on Wednesday by indicating that they don't intend to reduce interest rates as significantly as previously anticipated.
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A Promising Shift in Japan's Stock Market
This year, Japan's stock market has experienced a significant surge, leading money managers to believe that this rally could have staying power.
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