Blu Putnam / Заголовки новостей 
Inflation, Job Growth Key to 2024 Economic Prospects
The rates of inflation and jobs growth could determine if the U.S. economy continues to expand in 2024. дальше »
2023-11-18 10:00
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Resurgent Dollar and China Overhang Commodities
A basket of commodities has been under pressure from slow growth in China and a strengthening of the U.S. dollar. дальше »
2023-10-19 09:00
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As Uncertainty Rises, Expect More Wide Price Swings
Geopolitical tensions, and the effects of elevated interest rates and extreme weather, could heighten uncertainties, raise market volatility. дальше »
2023-10-9 09:00
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The Changing Nature of Risk Management
High interest rates, rising geopolitical tensions, and economic headwinds from aging populations in industrial nations are changing the nature of risk management. дальше »
2023-9-23 09:00
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Consumers are Just Fine Despite Minor Ailments
Consumer spending, which accounts for about 60% of U.S. economic activity, has taken a few knocks but remains healthy overall. дальше »
2023-9-18 10:31
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End of an Era of Risk Management Suppression
The Fed set the stage for a suppression of risk management about two decades ago with low interest rates. дальше »
2023-9-14 09:00
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As Rates Debate Shifts Course, Yields Rise
Treasury yields are rising as the debate on interest rates shifts from when the Fed will stop tightening to how long rates will remain high. дальше »
2023-8-29 09:00
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The Potential for Mixed Signals on Economy
Data on consumer prices and jobs over the next few months could contribute to debate over the course of the economy. дальше »
2023-8-17 09:00
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The Diminishing Impact of Interest Rates on U.S. Economy
The rise of the service sector over housing and manufacturing has reduced the impact of interest rates on the economy. дальше »
2023-7-31 09:00
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The Steady Decline in Inflation Could be Nearing an End
Inflation is down from a peak of 9.1% to 3%, but that trend could be over due to changes in comparison metrics known as base effects. дальше »
2023-7-17 09:00
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Central Banks Chart Their Own Course on Inflation
The Fed is nearing its peak policy rate, the European Central Bank looks to keep tightening, while China is lowering interest rates. дальше »
2023-7-6 09:00
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Next Up: Avoid a Government Shutdown
After an eleventh hour deal to raise the debt ceiling, Congress must now approve a budget to avoid a government shutdown. дальше »
2023-6-20 09:00
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As Era of Low Rates Ends, New Challenges Emerge
Investors and corporations are set to face new challenges as the prolonged period of near-zero rates comes to an end. дальше »
2023-6-15 09:00
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Why Oil Rally Fizzled
Oil prices topped $80 last month, but could not hold on to the gains due to a number of reasons, including concerns over demand. дальше »
2023-5-15 09:00
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Housing Slump Unlike 2008 Sub-Prime Debacle
The slowdown in the once red-hot housing sector is unlikely to be as severe as the sector's collapse during the Great Recession. дальше »
2022-10-31 09:00
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Rate Hikes to Impact Economy in 2023
Rate hikes by the Fed have already impacted the housing sector and could be felt across the broader economy in 2023. дальше »
2022-10-16 09:00
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Soaring Dollar's Global Fallout
The greenback has rallied sharply against most of the world's currency, adding to economic challenges already caused by rising consumer prices. дальше »
2022-10-7 09:00
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Fed Yet to Hit the Brakes on Growth
The Fed's rate hikes are a withdrawal of its accommodative stance, not a tightening of policy that could restrict growth. дальше »
2022-9-20 09:00
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A Perspective on Interest Rate Neutrality
Is the Fed's raising of interest rates a tightening of monetary policy or more of a withdrawal of accommodation? дальше »
2022-9-13 09:01
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China Might Need Less Commodities as Population Stagnates
China voracious appetite for a range of commodities could be tempered as its population growth slows this decade. дальше »
2022-8-29 09:00
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Some Sectors Lag Jobs Recovery, Others Excel
Most sectors have recovered all the jobs lost during the pandemic, but a couple of areas are still lagging the overall pace. дальше »
2022-8-21 09:00
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Might Inflation Have Peaked?
Five potential sources of inflation have changed course and could no longer be driving consumer prices higher. дальше »
2022-8-12 01:24
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Commodities Retreat as Chinese Growth Slows
Consumers switching back to services from goods are among several factors slowing the pace of growth in China. дальше »
2022-8-12 16:55
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Could Slow Growth Weaken Robust Labor Market?
The labor market remains strong despite the slowing pace of economic expansion. Could a recession change this dynamic? дальше »
2022-7-19 09:00
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Headwinds to Long-Term Job Growth
Job growth over the long term could be slowed by an almost stagnant working-age population. дальше »
2022-7-9 09:00
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Parsing Inflation, Jobs Data
Tracking month-on-month inflation data could help to better understand the rise in consumer prices. дальше »
2022-6-28 09:00
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Why Shale Oil Output is Lagging Soaring Prices?
The rise in production from the U.S. shale oil sector has been slower than expected even as prices approach $120 per barrel. дальше »
2022-6-7 09:00
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Constraints to Realigning Supply Chains
Efforts to diversify global supply chains have run into logistical challenges from the pandemic and Russia's invasion of Ukraine. дальше »
2022-6-6 09:00
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The Fear of Recession in Equities
Five factors are fueling concerns over the possibility of an economic recession that have led to losses in equities since March. дальше »
2022-5-30 09:00
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Imported Inflation?
The sharp rise in the value of the U.S. dollar against the Japanese yen and euro could raise the price of imports into those regions. дальше »
2022-5-11 09:00
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FX Volatility Rises as Monetary Policies Diverge
The Fed has begun raising rates and will shrink its balance sheet, but its peers in Europe and Asia are following other policy paths. дальше »
2022-5-4 09:00
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Rising Risk of Stagflation
Is the U.S. heading to a period of stagflation -- slow growth and a rise in unemployment -- triggered by inflation at 40-year highs? дальше »
2022-4-29 09:00
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The Inflation-Jobs Trade-Off
Will Fed interest rate hikes to rein in the highest rate of inflation in 40 years inevitably lead to a rise in unemployment? дальше »
2022-4-20 09:00
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Headwinds for Corporate Profits
The growth in corporate profits could face challenges from rising production and labor costs, and higher Treasury yields. дальше »
2022-4-6 09:00
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Could Inflation Impact Growth?
If the pace of consumer spending falls behind the rate of inflation, economic growth could be impacted in 2022. дальше »
2022-3-22 09:00
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Five Phase Transitions in Motion
The nature of risk is changing as inflation gives way to rate hikes, the pandemic becomes endemic, and as geopolitical tensions escalate. дальше »
2022-3-8 10:00
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The Day Omicron Landed on Oil Markets
A look at how oil markets reacted to news of the Omicron virus' arrival in the U.S. on the Friday after Thanksgiving Day last year. дальше »
2022-3-6 10:00
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Can Fed Rate Hikes Reverse Shifts in Demand?
A massive shift in demand from services to manufactured goods caused supply chain issues, spiking inflation to 7.5%. дальше »
2022-2-24 10:00
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The Path Ahead for U.S. Economy
Will there be surprises as the Fed ends asset purchases and raises rates to beat back inflation that has already raised market volatility? дальше »
2022-2-16 10:00
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Central Bank Policies Diverge
The last three times the Fed raised rates, in 1994-95, 2004-06, and 2015-18, it beat expectations as reflected in Fed Funds futures. дальше »
2022-2-9 10:00
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FX in Focus as Central Bank Policies Diverge
The monetary policies of the world's major central banks are diverging, putting the spotlight on FX markets. дальше »
2022-2-7 10:00
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Fragile Economic Outlook for 2022
The current consensus on inflation, employment, and interest rate outlooks seem fragile and can be swayed by various factors. дальше »
2022-2-1 10:00
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Fast-Changing Financial Landscape
Is there a need to adjust the stocks-equities mix in investment portfolios amid a fast-changing financial landscape? дальше »
2022-1-25 14:00
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The Great Global Portfolio Rebalancing?
Some investors may consider changes to their portfolios amid rising inflation and the Fed's shift to a more neutral policy. дальше »
2022-1-22 14:00
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Volatility Ahead for U.S. Treasuries
U.S. Treasuries could be in for a volatile ride as the Fed looks certain to hikes rates and shrink its balance sheet amid high inflation. дальше »
2022-1-12 14:00
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Fed Rates Lift-Off
Can the Fed begin to raise rates in 2022 even before it completes winding down its asset purchases? дальше »
2022-1-4 14:00
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Yield Curve Scenarios
Could the highly anticipated Fed rate hikes in 2022 flatten or steepen the Treasuries yield curve? Or is there a third possibility? дальше »
2021-12-24 14:00
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Inflation Risk Premium
With inflation soaring to 30-year highs, we examine whether the surge was caused by supply, demand, or both. дальше »
2021-12-15 14:00
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Five Key Questions for U.S. Treasury Yields
A look at how the Treasury yield curve might be shaped in 2022 by a variety of factors, from inflation to higher rates to robust growth. дальше »
2021-12-14 14:00
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Is Inflation Fueled by Supply or Demand?
With inflation soaring to 30-year highs, we examine whether the surge was caused by supply, demand, or both. дальше »
2021-12-14 14:00
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