Views and perspectives

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Regional perspectives

A post-election recipe: Gridlock with a dash of stimulus

7 November 2018 - Steven Friedman, Senior Economist and Daniel Morris, Senior
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31 October 2018 Regional perspectives

The primary themes impacting the yields of US Treasuries and the pricing of future levels of inflation (via breakeven inflation rates (BEIs)) have changed little in the last few months. They continue to generate a range-trading environment for US Treasury bonds and TIPS.

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8 October 2018 News feed, Regional perspectives

Growth dynamics and demographics add to the arguments in favour

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2 July 2018 Global views and trends

Does the FOMC hope that with only moderate policy tightening, it can eventually succeed in returning US inflation to objective after an overshoot?  

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2 July 2018 Global views and trends

The financial sector had been assumed to be one of the equity sectors that would outperform the broad S&P 500 index in 2018. Robust US economic growth following the passage of tax cuts would boost cyclical sectors and deregulation would enhance profits. But instead of market-beating returns, the sector’s total return up to 27 June was -4.3%, compared to a 3.0% gain for the rest of the index. What are the reasons for the disappointing figures? Might things turn around by the end of the year?