Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
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How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
ECB June rate cut reflects solid progress towards target inflation.
Considering the potential implications of April’s inflation print for the bond market, the Fed, and fixed income investors.
Facing tariff-related tension on both sides of its dual mandate, the Fed waits for additional clues on the fate of the U.S. economy.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Are we back to the 1890s with the new “liberation day” tariffs?
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.