Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The primary focus for investors last week was the Fed meeting and the market impact thereafter. As expected, the Fed kept rates unchanged, but id give new guidance for their expected path of rate hikes (the “dot plot”) and revised their inflation expectations.

On My Mind: The Fed’s Final Frontier—Negative Rates or Yield Curve Control?
Fixed Income

On My Mind: The Fed’s Final Frontier—Negative Rates or Yield Curve Control?

Given fears of a COVID-19 resurgence and US election uncertainties looming, many investors are wondering what comes next for policymakers in terms of supporting the economy. Our Fixed Income CIO Sonal Desai weighs in on the possibility of negative US interest rates or other measures.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Last week saw global equity markets pause for breath, with most major indices declining when faced with a sobering economic outlook from the US Federal Reserve (Fed) and fears of a second wave of COVID-19 infections.