There are 6 item(s) tagged with the keyword "United States".
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What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight? In his June insight, Richard Bernstein, Global Head of Macro & Customized Investing, makes the case that the market may already be penalizing U.S. fiscal excess, not through a dramatic collapse, but through a slow burn with real consequences for investors and the broader economy.
Recent moves in oil prices have reinforced the uncertainty surrounding the inflation outlook and the path for interest rates. Resilient US growth, uncertain Fed signals and persistent regional inflation pressures also continue to suggest the outlook for rates is far from clear. Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets and where he sees the risks and opportunities for bond investors.
President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets?
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.
First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic lustre is fading. Looking to next year, however, the red-hot US labour market could threaten earnings – making it all the more important to turn to a broad set of data points to build a picture of what to expect.
The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.
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