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Topic Active Management Alternatives Asia Asset Allocation Australia Cash Central Bank China Commodities Core Fixed Income Credit Currency Economics Emerging Markets Equities ESG Europe Fixed Income Global Housing/Mortgages Inflation Liquidity Market Volatility Municipals Public Policy Rates Real Asset Risk Management Short Term UK United States
July U.S. CPI Offers Some Relief, But Fed Also Watches Other Inflation Indicators July U.S. CPI Offers Some Relief, But Fed Also Watches Other Inflation Indicators Despite price declines in many sectors, the Federal Reserve may continue its hawkish approach.
China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk? China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk? Our stress tests show the Chinese banking sector as a whole can absorb shocks from a severe downside scenario, but mid-sized banks and contagion pose potential risks.
Agency MBS: Opportunities for Alpha in a Post-QE World Agency MBS: Opportunities for Alpha in a Post-QE World Agency mortgage-backed securities (MBS) have faced unique challenges in 2022, but these challenges also create attractive new opportunities for active management.
Fed Aims for ‘Modestly Restrictive’ Policy to Counter Inflation Fed Aims for ‘Modestly Restrictive’ Policy to Counter Inflation The Federal Reserve affirmed its commitment to price stability, hiking its policy rate 75 basis points again and signaling more tightening to come.
What China’s Recovering Supply Chain Means for Global Inflation What China’s Recovering Supply Chain Means for Global Inflation Renewed growth in China’s manufacturing activity, coupled with softening developed market demand, should ease some supply-side pressures – but several other inflation risks remain prevalent.
Core Inflation Data Could Prompt Dramatic Action at the Fed Core Inflation Data Could Prompt Dramatic Action at the Fed June’s U.S. inflation data will likely force central bankers into more restrictive territory – raising the odds of recession.
