Tag: Federal Reserve
DBS CIO eyes EM upside on Fed cuts amid 32% valuation gap; further melt-up probability high
A golden opportunity? Up 40% YTD, private bankers should keep an eye on gold, experts say
Fed stays put? Here’s how wealth managers are playing their next move
Fed shifts focus from inflation to labour market stability with latest cut – private banks
Has the door closed on summer rate cuts? These private banks think so
Relief as Fed pauses rate hikes for now. But what next?
Jackson Hole preview: PBs and AMs on what to expect from Jerome Powell’s speech
Is the Fed turning dovish? Private banks and asset managers have their say
More volatility ahead? Here’s how VP Bank and UBP are weathering the storm
For Asia’s private bankers, the 1990s are making an unwelcome return
Fed hikes rates by most since 1994: Private banks and asset managers react
Major Fed rate hike: Where three money managers are putting their money
From Fed tightening to Omicron in China: Risks mount for Asia’s private banks
US$4.5T fund managers react to Fed’s first rate hike
World’s biggest trade deal to boost ASEAN assets: private banks
CIO Weekly – US inflation peak near but watch out for Omicron risks: Prashant Bhayani of BNP Paribas WM
Private banks upbeat on risk assets despite Fed’s hawkish tilt
Why private banks aren’t panicking over inflation
Is ‘TINA’ causing a frothy fixed-income market?
HKMA halves countercyclical capital buffer to encourage lending to SMEs
Markets overestimating Fed rate cuts says CS global CIO Michael Strobaek
CIO Weekly – Featuring UBP’s Anthony Chan
Look to Treasuries when yields are low: BoS’s De Mello
Pictet WM’s Gaud sees opportunities in EM as global liquidity stabilises
CIO Weekly – Featuring HSBC PB’s Fan Cheuk Wan
Fed to pause rate hikes, says Yellen at UBS conference
Asia’s private banks say “stay the course, trust the fundamentals”
CIO Weekly – May 2018 Week 3
Rates hikes will happen at faster clip than Fed guidance
Lombard Odier: No bear bond market if supportive US rates and weak dollar remain
“Goldilocks” returns to the US: Pictet WM
Bank of Singapore: “More of the same” from Powell, expect four 2018 rate hikes
US’s solid wage growth to lead to more hawkish stance in 2018
Bank of Singapore: It’s “easy to see” 3% year-end yield for 10Y UST
DBS: Latest PBoC rate hike portents continued tightening in China
Global rate hikes call for preparation and repositioning: PBs
Pictet WM raises 2017, 2018 US GDP growth forecasts
BoS: Tax cuts likely to bring pressure to Fed’s rate hike programme
BoS sees “more challenging investment environment” going forward
Bank of Singapore: Policy continuity expected under Powell but 2018 clarity still lacking
BoS: Underweight equities given tighter policy and slower growth momentum
J. Safra Sarasin: On Fed Chair appointment, central bank liquidity’s effect on markets
BoS: “Unique attraction” of USD to fade
Deutsche Bank WM analyses the potential market impact of each Fed chair candidate
