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| | | Andrew Lill, the chief investment officer of $70 billion super fund Rest, says the role of a CIO is changing and not just because investment heads have to respond quickly to more volatile markets. Increasingly, investment chiefs must consider a range ... |
| | | | Amid banking turmoil, the US Federal Reserve announced a rate hike to combat inflation. Recent economic indicators revealed modest growth in US spending, production, and strong job gains, with low unemployment and persistent inflation concerns. As such ... |
| | | | The US Federal Reserve has increased its benchmark interest rate by 25 basis points, the smallest move since March last year. The quarter-point increase shifted rates to 4.75% from 4.5%. In making the announcement the Fed signaled more rate rises could ... |
| | | | Inflation, bonds, China, and the energy transition are at the top of AXA IM chief investment officer Chris Iggo's list of themes that will shape 2023. Providing an outlook for the year ahead, Iggo said: "The economics profession did not prove to be ... |
| | | | ... between equities and unlisted assets. "We're not changing our strategy because the Reserve Bank of Australia or the US Fed is printing this number or that one although we might be more concerned if we were investors with a shorter time horizon or ... |
| | | | The US Federal Reserve has raised its policy interest rate by 75 basis points, flagging ongoing increases will be necessary to bring inflation down to target. Following the central bank's decision, the federal funds rate benchmark sits between 3.75% ... |
| | | | According to UNSW Business School associate professor Konark Saxena, the probability of a US recession is about 75%, possibly impacting several macroeconomic indicators. To bring down inflation, the US Federal Reserve must increase interest rates until ... |
| | | | ... may be nearing or at its peak, creating opportunities to start allocating back to fixed income. "At the same time, the US Fed is maintaining its hawkish stance on rate increases and is steadfast on curbing inflation," Metcalf said. "We see this presenting ... |
| | | | ... concerning and deliver another 50bp, or even move 40bp to 2.75%. "Some observers argue that the RBA needs to follow the US Fed or else the AUD will fall further, boosting inflation," it said. "Although the AUD is down 11% against the USD year-to-date ... |
| | | | ... the relatively-high level of adjustable rate mortgages in Australia, the Bank is in a position to be more agile than the US Fed or the UK's Bank of England, where long-term fixed rate mortgages slow the transmission effect of rate hikes to consumers. ... |
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