The risk of recession has risen, but it’s not a foregone conclusion.
By Tiffany Wilding |
We think the Federal Reserve will look past stronger-than-expected consumer price increases in June and July.
By Scott A. Mather |
The last few days have highlighted the inherent fragility in markets – and the growth outlook globally.
By Joachim Fels |
It is no longer absurd to think that the nominal yield on U.S. Treasury securities could go negative.
By Libby Cantrill |
The U.S. has been officially engaged in trade talks with China since March 2018 and has had very few tangible results.
By Andrew Bosomworth |
Come the fall, the ECB will likely deliver yet another easing package that could effectively deplete its monetary policy toolbox.
By Tiffany Wilding |
We find the Fed’s statement clear, and we expect another rate cut as soon as September with possible additional cuts thereafter.
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