What happens next will be a function of Turkey’s policy response and how the external environment unfolds.
How should global investors interpret recent events in China, and what can they expect for early 2017?
Investors should take note of the low absolute yields which many “cash equivalent” assets offer, in both absolute and relative terms.
Minutes from the Federal Reserve’s 14 December meeting indicate the central bank has tilted in a hawkish direction. But that doesn’t mean the Fed is changing policy.
PIMCO recently published its Cyclical Outlook for global growth, inflation, trends and transitions likely to affect the investment landscape in 2017. Here are some key takeaways.
We wonder if market participants – like business and consumer survey respondents – may be too focused on Trump’s pro-growth policies and not focused enough on the more controversial aspects of his agenda.
With Donald Trump’s election as U.S. president, we have entered a new phase that I call a “cold currency war.”
With deregulation seemingly high on the agenda for President-elect Donald Trump, the fate of the Department of Labor’s “fiduciary rule” is now unclear.
We think the recent modest deceleration in core inflation is an artifact of residual seasonality, holiday discounting and some deceleration in medical costs that may prove temporary.
The Fed’s “dot plot” moved unmistakably in the hawkish direction for 2017.